First Trust Direct Indexing’s ZTO Express ZTO Stock Holding History

First Trust Direct Indexing’s Portfolio ZTO Stock Details ZTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,954	Closed	-$241K	–	779
2023 Q3	$241K	Sell	9,954 -1,576	-14%	-$40.1K	0.03%	590
2023 Q2	$289K	Sell	11,530 -1,295	-10%	-$35.6K	0.03%	555
2023 Q1	$368K	Buy	12,825 +2,996	+30%	+$81.8K	0.04%	481
2022 Q4	$264K	Buy	+9,829	New	+$226K	0.04%	541

Other funds holding ZTO

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

GCCM

Green Court Capital Management Hong Kong $117M AUM 33.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

First Trust Direct Indexing's ZTO Position: Q4 2023 in Review

First Trust Direct Indexing sold out of ZTO Express (ZTO) in Q4 2023, closing a stake of 9,954 shares — an estimated $241K sold.

First Trust Direct Indexing first reported a position in ZTO in Q4 2022 and held it in 4 quarters. The position peaked at $368K in Q1 2023. 233 funds tracked by Wall St. Rank hold ZTO as of Q4 2023.

First Trust Direct Indexing reported no remaining ZTO Express position as of Q4 2023 after selling out during the quarter.
First Trust Direct Indexing sold 9,954 ZTO Express shares in Q4 2023, an estimated $241K.
First Trust Direct Indexing first reported a position in ZTO Express in Q4 2022 and held it in 4 quarters.
First Trust Direct Indexing's ZTO Express position peaked at $368K in Q1 2023.
233 funds tracked by Wall St. Rank held ZTO Express as of Q4 2023.

Based on First Trust Direct Indexing's 13F filing for Q4 2023, filed 6 Feb 2024.