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Image about First Trust Direct Indexing L.P. Has $585,000 Stock Position in Watsco, Inc. (NYSE:WSO)

First Trust Direct Indexing L.P. Has $585,000 Stock Position in Watsco, Inc. (NYSE:WSO)

First Trust Direct Indexing L.P. boosted its stake in shares of Watsco, Inc. (NYSE:WSO – Free Report) by 90.0% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image about First Trust Direct Indexing L.P. Cuts Holdings in STERIS plc (NYSE:STE)

First Trust Direct Indexing L.P. Cuts Holdings in STERIS plc (NYSE:STE)

First Trust Direct Indexing L.P. trimmed its holdings in shares of STERIS plc (NYSE:STE – Free Report) by 5.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image about First Trust Direct Indexing L.P. Sells 599 Shares of eBay Inc. (NASDAQ:EBAY)

First Trust Direct Indexing L.P. Sells 599 Shares of eBay Inc. (NASDAQ:EBAY)

First Trust Direct Indexing L.P. lowered its stake in eBay Inc. (NASDAQ:EBAY – Free Report) by 4.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Image about First Trust Direct Indexing L.P. Purchases 421 Shares of AvalonBay Communities, Inc. (NYSE:AVB)

First Trust Direct Indexing L.P. Purchases 421 Shares of AvalonBay Communities, Inc. (NYSE:AVB)

First Trust Direct Indexing L.P. boosted its stake in shares of AvalonBay Communities, Inc. (NYSE:AVB – Free Report) by 15.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image about First Trust Direct Indexing L.P. Sells 10,084 Shares of Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK)

First Trust Direct Indexing L.P. Sells 10,084 Shares of Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK)

First Trust Direct Indexing L.P. lessened its stake in Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK – Free Report) by 29.7% during the 4th quarter, according to its most recent filing with the Securities... More of this article »
Image about First Trust Direct Indexing L.P. Sells 14,464 Shares of Turkcell Iletisim Hizmetleri A.S. (NYSE:TKC)

First Trust Direct Indexing L.P. Sells 14,464 Shares of Turkcell Iletisim Hizmetleri A.S. (NYSE:TKC)

First Trust Direct Indexing L.P. cut its holdings in shares of Turkcell Iletisim Hizmetleri A.S. (NYSE:TKC – Free Report) by 10.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image about First Trust Direct Indexing L.P. Raises Stock Position in The J. M. Smucker Company (NYSE:SJM)

First Trust Direct Indexing L.P. Raises Stock Position in The J. M. Smucker Company (NYSE:SJM)

First Trust Direct Indexing L.P. lifted its holdings in The J. M. Smucker Company (NYSE:SJM – Free Report) by 20.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image about First Trust Direct Indexing L.P. Boosts Stake in Xcel Energy Inc. (NASDAQ:XEL)

First Trust Direct Indexing L.P. Boosts Stake in Xcel Energy Inc. (NASDAQ:XEL)

First Trust Direct Indexing L.P. raised its holdings in shares of Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 52.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image about First Trust Direct Indexing L.P. Purchases 168 Shares of RenaissanceRe Holdings Ltd. (NYSE:RNR)

First Trust Direct Indexing L.P. Purchases 168 Shares of RenaissanceRe Holdings Ltd. (NYSE:RNR)

First Trust Direct Indexing L.P. lifted its position in shares of RenaissanceRe Holdings Ltd. (NYSE:RNR – Free Report) by 5.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image about Spotify Technology S.A. (NYSE:SPOT) Stock Position Reduced by First Trust Direct Indexing L.P.

Spotify Technology S.A. (NYSE:SPOT) Stock Position Reduced by First Trust Direct Indexing L.P.

First Trust Direct Indexing L.P. cut its stake in shares of Spotify Technology S.A. (NYSE:SPOT – Free Report) by 30.7% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image about Great Valley Advisor Group Inc. Purchases New Position in SPDR S&P Regional Banking ETF (NYSEARCA:KRE)

Great Valley Advisor Group Inc. Purchases New Position in SPDR S&P Regional Banking ETF (NYSEARCA:KRE)

Great Valley Advisor Group Inc. purchased a new stake in SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 6,390 shares... More of this article »
Image about Great Valley Advisor Group Inc. Acquires 152 Shares of Moody’s Co. (NYSE:MCO)

Great Valley Advisor Group Inc. Acquires 152 Shares of Moody’s Co. (NYSE:MCO)

Great Valley Advisor Group Inc. boosted its holdings in shares of Moody’s Co. (NYSE:MCO – Free Report) by 21.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image about Great Valley Advisor Group Inc. Invests $330,000 in XAI Octagon Floating Rate & Alternative Income Trust (NYSE:XFLT)

Great Valley Advisor Group Inc. Invests $330,000 in XAI Octagon Floating Rate & Alternative Income Trust (NYSE:XFLT)

Great Valley Advisor Group Inc. acquired a new stake in shares of XAI Octagon Floating Rate & Alternative Income Trust (NYSE:XFLT – Free Report) during the fourth quarter, according to its most recent disclosure with the... More of this article »
Image about Great Valley Advisor Group Inc. Buys Shares of 5,256 Vanguard FTSE Europe ETF (NYSEARCA:VGK)

Great Valley Advisor Group Inc. Buys Shares of 5,256 Vanguard FTSE Europe ETF (NYSEARCA:VGK)

Great Valley Advisor Group Inc. bought a new stake in Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image about Royalty Pharma plc (NASDAQ:RPRX) Shares Acquired by First Trust Direct Indexing L.P.

Royalty Pharma plc (NASDAQ:RPRX) Shares Acquired by First Trust Direct Indexing L.P.

First Trust Direct Indexing L.P. grew its holdings in Royalty Pharma plc (NASDAQ:RPRX – Free Report) by 34.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »