FTDI
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First Trust Direct Indexing’s Air Products & Chemicals APD Stock Holding History

First Trust Direct Indexing’s Portfolio APD Stock Details APD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,910
Closed -$2.06M – 55
2024
Q3 		$2.06M Buy
6,910
+374
+6% +$102K 0.11% 191
2024
Q2 		$1.69M Buy
6,536
+1,777
+37% +$451K 0.1% 199
2024
Q1 		$1.15M Buy
4,759
+50
+1% +$12.3K 0.09% 265
2023
Q4 		$1.29M Sell
4,709
-67
-1% -$18.4K 0.12% 199
2023
Q3 		$1.35M Buy
4,776
+134
+3% +$39.3K 0.15% 152
2023
Q2 		$1.39M Buy
4,642
+60
+1% +$17.1K 0.15% 146
2023
Q1 		$1.32M Buy
4,582
+264
+6% +$77K 0.16% 158
2022
Q4 		$1.33M Sell
4,318
-488
-10% -$138K 0.18% 139
2022
Q3 		$1.12M Buy
4,806
+65
+1% +$16.1K 0.16% 157
2022
Q2 		$1.14M Buy
4,741
+370
+8% +$90K 0.16% 172
2022
Q1 		$1.09M Buy
4,371
+3
+0.1% +$771 0.13% 191
2021
Q4 		$1.33M Buy
4,368
+47
+1% +$13.8K 0.17% 141
2021
Q3 		$1.11M Buy
4,321
+124
+3% +$34.3K 0.16% 150
2021
Q2 		$1.21M Buy
4,197
+1,206
+40% +$354K 0.18% 137
2021
Q1 		$841K Buy
2,991
+157
+6% +$42.7K 0.22% 125
2020
Q4 		$774K Buy
+2,834
New +$798K 0.21% 118

Other funds holding APD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MRL
Mantle Ridge LP New York $1.33B AUM 11.36% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Air Products & Chemicals (APD) in Q4 2024, closing a stake of 6,910 shares — an estimated $2.06M sold.

First Trust Direct Indexing first reported a position in APD in Q4 2020 and held it in 16 quarters. The position peaked at $2.06M in Q3 2024. 1,801 funds tracked by Wall St. Rank hold APD as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Air Products & Chemicals position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 6,910 Air Products & Chemicals shares in Q4 2024, an estimated $2.06M.
  • First Trust Direct Indexing first reported a position in Air Products & Chemicals in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Air Products & Chemicals position peaked at $2.06M in Q3 2024.
  • 1,801 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q4 2024.

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