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First Trust Direct Indexing’s American Tower AMT Stock Holding History

First Trust Direct Indexing’s Portfolio AMT Stock Details AMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,188
Closed -$3.3M – 49
2024
Q3 		$3.3M Buy
14,188
+1,579
+13% +$350K 0.18% 109
2024
Q2 		$2.45M Buy
12,609
+1,782
+16% +$333K 0.15% 122
2024
Q1 		$2.14M Buy
10,827
+1,424
+15% +$284K 0.16% 133
2023
Q4 		$2.03M Buy
9,403
+3,094
+49% +$585K 0.18% 120
2023
Q3 		$1.04M Sell
6,309
-726
-10% -$133K 0.12% 188
2023
Q2 		$1.36M Buy
7,035
+202
+3% +$39.5K 0.15% 152
2023
Q1 		$1.4M Sell
6,833
-317
-4% -$66.5K 0.17% 146
2022
Q4 		$1.51M Sell
7,150
-817
-10% -$170K 0.2% 123
2022
Q3 		$1.71M Sell
7,967
-499
-6% -$128K 0.25% 87
2022
Q2 		$2.16M Buy
8,466
+857
+11% +$215K 0.3% 69
2022
Q1 		$1.91M Buy
7,609
+576
+8% +$141K 0.23% 86
2021
Q4 		$2.06M Buy
7,033
+2
+0% +$546 0.27% 74
2021
Q3 		$1.87M Buy
7,031
+578
+9% +$165K 0.27% 81
2021
Q2 		$1.74M Buy
6,453
+1,505
+30% +$384K 0.26% 83
2021
Q1 		$1.18M Buy
4,948
+253
+5% +$56.3K 0.32% 78
2020
Q4 		$1.05M Buy
+4,695
New +$1.09M 0.28% 73

Other funds holding AMT

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 AMT Position: Q4 2024 in Review

First Trust Direct Indexing sold out of American Tower (AMT) in Q4 2024, closing a stake of 14,188 shares — an estimated $3.3M sold.

First Trust Direct Indexing first reported a position in AMT in Q4 2020 and held it in 16 quarters. The position peaked at $3.3M in Q3 2024. 1,793 funds tracked by Wall St. Rank hold AMT as of Q4 2024.

  • First Trust Direct Indexing reported no remaining American Tower position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 14,188 American Tower shares in Q4 2024, an estimated $3.3M.
  • First Trust Direct Indexing first reported a position in American Tower in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's American Tower position peaked at $3.3M in Q3 2024.
  • 1,793 funds tracked by Wall St. Rank held American Tower as of Q4 2024.

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