FTDI
AMP icon

First Trust Direct Indexing’s Ameriprise Financial AMP Stock Holding History

First Trust Direct Indexing’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,013
Closed -$2.36M – 48
2024
Q3 		$2.36M Buy
5,013
+947
+23% +$411K 0.13% 161
2024
Q2 		$1.74M Buy
4,066
+557
+16% +$238K 0.11% 193
2024
Q1 		$1.54M Buy
3,509
+440
+14% +$176K 0.11% 188
2023
Q4 		$1.17M Buy
3,069
+397
+15% +$136K 0.1% 224
2023
Q3 		$881K Buy
2,672
+193
+8% +$65.9K 0.1% 233
2023
Q2 		$823K Sell
2,479
-401
-14% -$123K 0.09% 263
2023
Q1 		$883K Sell
2,880
-95
-3% -$31.1K 0.1% 246
2022
Q4 		$926K Sell
2,975
-284
-9% -$86.6K 0.12% 224
2022
Q3 		$821K Sell
3,259
-30
-0.9% -$7.89K 0.12% 228
2022
Q2 		$782K Buy
3,289
+54
+2% +$14.5K 0.11% 243
2022
Q1 		$972K Sell
3,235
-74
-2% -$22.4K 0.12% 219
2021
Q4 		$998K Sell
3,309
-9
-0.3% -$2.66K 0.13% 188
2021
Q3 		$876K Buy
3,318
+521
+19% +$136K 0.12% 206
2021
Q2 		$696K Buy
2,797
+428
+18% +$108K 0.1% 255
2021
Q1 		$551K Buy
2,369
+147
+7% +$31.8K 0.15% 189
2020
Q4 		$432K Buy
+2,222
New +$398K 0.12% 215

Other funds holding AMP

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Ameriprise Financial (AMP) in Q4 2024, closing a stake of 5,013 shares — an estimated $2.36M sold.

First Trust Direct Indexing first reported a position in AMP in Q4 2020 and held it in 16 quarters. The position peaked at $2.36M in Q3 2024. 1,389 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Ameriprise Financial position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 5,013 Ameriprise Financial shares in Q4 2024, an estimated $2.36M.
  • First Trust Direct Indexing first reported a position in Ameriprise Financial in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Ameriprise Financial position peaked at $2.36M in Q3 2024.
  • 1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

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