FTDI
A icon

First Trust Direct Indexing’s Agilent Technologies A Stock Holding History

First Trust Direct Indexing’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,661
Closed -$1.14M – 1
2024
Q3 		$1.14M Buy
7,661
+366
+5% +$50.1K 0.06% 316
2024
Q2 		$946K Buy
7,295
+857
+13% +$120K 0.06% 319
2024
Q1 		$937K Buy
6,438
+888
+16% +$122K 0.07% 308
2023
Q4 		$772K Buy
5,550
+3,063
+123% +$364K 0.07% 328
2023
Q3 		$278K Buy
+2,487
New +$298K 0.03% 540
2023
Q2 		– Sell
-2,148
Closed -$297K – 711
2023
Q1 		$297K Buy
2,148
+70
+3% +$10.2K 0.04% 545
2022
Q4 		$311K Buy
2,078
+292
+16% +$41.7K 0.04% 501
2022
Q3 		$217K Buy
+1,786
New +$229K 0.03% 557
2022
Q1 		– Sell
-1,492
Closed -$238K – 670
2021
Q4 		$238K Buy
1,492
+214
+17% +$33.3K 0.03% 558
2021
Q3 		$201K Buy
+1,278
New +$207K 0.03% 592
2021
Q2 		– Sell
-2,394
Closed -$304K – 593
2021
Q1 		$304K Buy
2,394
+77
+3% +$9.52K 0.08% 307
2020
Q4 		$275K Buy
+2,317
New +$256K 0.07% 301

Other funds holding A

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

First Trust Direct Indexing's A Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Agilent Technologies (A) in Q4 2024, closing a stake of 7,661 shares — an estimated $1.14M sold.

First Trust Direct Indexing first reported a position in A in Q4 2020 and held it in 12 quarters. The position peaked at $1.14M in Q3 2024. 1,077 funds tracked by Wall St. Rank hold A as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Agilent Technologies position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 7,661 Agilent Technologies shares in Q4 2024, an estimated $1.14M.
  • First Trust Direct Indexing first reported a position in Agilent Technologies in Q4 2020 and held it in 12 quarters.
  • First Trust Direct Indexing's Agilent Technologies position peaked at $1.14M in Q3 2024.
  • 1,077 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.