FTDI
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First Trust Direct Indexing’s ATI ATI Stock Holding History

First Trust Direct Indexing’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,498
Closed -$435K – 71
2024
Q3 		$435K Buy
6,498
+44
+0.7% +$2.73K 0.02% 591
2024
Q2 		$358K Buy
6,454
+605
+10% +$33.9K 0.02% 592
2024
Q1 		$299K Buy
5,849
+239
+4% +$10.8K 0.02% 611
2023
Q4 		$255K Buy
5,610
+184
+3% +$7.64K 0.02% 629
2023
Q3 		$223K Sell
5,426
-288
-5% -$12.8K 0.03% 613
2023
Q2 		$253K Sell
5,714
-329
-5% -$12.6K 0.03% 595
2023
Q1 		$238K Buy
+6,043
New +$228K 0.03% 608

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

First Trust Direct Indexing sold out of ATI (ATI) in Q4 2024, closing a stake of 6,498 shares — an estimated $435K sold.

First Trust Direct Indexing first reported a position in ATI in Q1 2023 and held it in 7 quarters. The position peaked at $435K in Q3 2024. 403 funds tracked by Wall St. Rank hold ATI as of Q4 2024.

  • First Trust Direct Indexing reported no remaining ATI position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 6,498 ATI shares in Q4 2024, an estimated $435K.
  • First Trust Direct Indexing first reported a position in ATI in Q1 2023 and held it in 7 quarters.
  • First Trust Direct Indexing's ATI position peaked at $435K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held ATI as of Q4 2024.

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