FTDI
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First Trust Direct Indexing’s Broadcom AVGO Stock Holding History

First Trust Direct Indexing’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-138,686
Closed -$23.9M – 79
2024
Q3 		$23.9M Buy
138,686
+12,966
+10% +$2.08M 1.28% 8
2024
Q2 		$20.2M Buy
125,720
+19,330
+18% +$2.71M 1.25% 8
2024
Q1 		$14.1M Buy
106,390
+9,620
+10% +$1.19M 1.05% 9
2023
Q4 		$10.8M Buy
96,770
+19,480
+25% +$1.84M 0.97% 10
2023
Q3 		$6.42M Buy
77,290
+2,190
+3% +$190K 0.73% 16
2023
Q2 		$6.51M Sell
75,100
-870
-1% -$62K 0.73% 15
2023
Q1 		$4.87M Buy
75,970
+3,760
+5% +$226K 0.58% 22
2022
Q4 		$4.04M Buy
72,210
+1,230
+2% +$61.7K 0.54% 30
2022
Q3 		$3.15M Sell
70,980
-810
-1% -$41.4K 0.46% 35
2022
Q2 		$3.49M Buy
71,790
+4,560
+7% +$256K 0.49% 33
2022
Q1 		$4.23M Buy
67,230
+5,540
+9% +$329K 0.51% 29
2021
Q4 		$4.11M Sell
61,690
-30
-0% -$1.69K 0.53% 26
2021
Q3 		$2.99M Buy
61,720
+1,400
+2% +$68.1K 0.43% 39
2021
Q2 		$2.88M Buy
60,320
+17,250
+40% +$799K 0.43% 38
2021
Q1 		$2M Buy
43,070
+2,420
+6% +$112K 0.53% 29
2020
Q4 		$1.78M Buy
+40,650
New +$1.58M 0.48% 30

Other funds holding AVGO

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Broadcom (AVGO) in Q4 2024, closing a stake of 138,686 shares — an estimated $23.9M sold.

First Trust Direct Indexing first reported a position in AVGO in Q4 2020 and held it in 16 quarters. The position peaked at $23.9M in Q3 2024. 3,913 funds tracked by Wall St. Rank hold AVGO as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Broadcom position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 138,686 Broadcom shares in Q4 2024, an estimated $23.9M.
  • First Trust Direct Indexing first reported a position in Broadcom in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Broadcom position peaked at $23.9M in Q3 2024.
  • 3,913 funds tracked by Wall St. Rank held Broadcom as of Q4 2024.

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