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First Trust Direct Indexing’s Applied Industrial Technologies AIT Stock Holding History

First Trust Direct Indexing’s Portfolio AIT Stock Details AIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,734
Closed -$299K – 807
2023
Q4 		$299K Buy
1,734
+224
+15% +$36.3K 0.03% 584
2023
Q3 		$233K Buy
+1,510
New +$226K 0.03% 601
2021
Q1 		– Sell
-1,258
Closed -$98K – 411
2020
Q4 		$98K Buy
+1,258
New +$88.5K 0.03% 507

Other funds holding AIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

First Trust Direct Indexing's AIT Position: Q1 2024 in Review

First Trust Direct Indexing sold out of Applied Industrial Technologies (AIT) in Q1 2024, closing a stake of 1,734 shares — an estimated $299K sold.

First Trust Direct Indexing first reported a position in AIT in Q4 2020 and held it in 3 quarters. The position peaked at $299K in Q4 2023. 423 funds tracked by Wall St. Rank hold AIT as of Q1 2024.

  • First Trust Direct Indexing reported no remaining Applied Industrial Technologies position as of Q1 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,734 Applied Industrial Technologies shares in Q1 2024, an estimated $299K.
  • First Trust Direct Indexing first reported a position in Applied Industrial Technologies in Q4 2020 and held it in 3 quarters.
  • First Trust Direct Indexing's Applied Industrial Technologies position peaked at $299K in Q4 2023.
  • 423 funds tracked by Wall St. Rank held Applied Industrial Technologies as of Q1 2024.

Based on First Trust Direct Indexing's 13F filing for Q1 2024, filed 19 Apr 2024.