First Trust Direct Indexing’s Boeing BA Stock Holding History

First Trust Direct Indexing’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,296	Closed	-$1.41M	–	88
2024 Q3	$1.41M	Sell	9,296 -2,382	-20%	-$408K	0.08%	262
2024 Q2	$2.13M	Buy	11,678 +322	+3%	+$57.4K	0.13%	151
2024 Q1	$2.19M	Sell	11,356 -91	-0.8%	-$18.7K	0.16%	130
2023 Q4	$2.98M	Buy	11,447 +1,246	+12%	+$266K	0.27%	74
2023 Q3	$1.96M	Sell	10,201 -127	-1%	-$27.8K	0.22%	95
2023 Q2	$2.18M	Buy	10,328 +336	+3%	+$69.8K	0.24%	83
2023 Q1	$2.12M	Buy	9,992 +1,094	+12%	+$227K	0.25%	91
2022 Q4	$1.69M	Buy	8,898 +691	+8%	+$113K	0.22%	109
2022 Q3	$994K	Sell	8,207 -121	-1%	-$18.6K	0.15%	184
2022 Q2	$1.14M	Sell	8,328 -469	-5%	-$69.2K	0.16%	173
2022 Q1	$1.69M	Buy	8,797 +1,163	+15%	+$233K	0.2%	107
2021 Q4	$1.54M	Sell	7,634 -967	-11%	-$204K	0.2%	110
2021 Q3	$1.89M	Buy	8,601 +279	+3%	+$62.2K	0.27%	80
2021 Q2	$1.99M	Buy	8,322 +2,922	+54%	+$706K	0.3%	65
2021 Q1	$1.38M	Sell	5,400 -264	-5%	-$58.7K	0.37%	56
2020 Q4	$1.21M	Buy	+5,664	New	+$1.09M	0.33%	51

Other funds holding BA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Boeing (BA) in Q4 2024, closing a stake of 9,296 shares — an estimated $1.41M sold.

First Trust Direct Indexing first reported a position in BA in Q4 2020 and held it in 16 quarters. The position peaked at $2.98M in Q4 2023. 2,183 funds tracked by Wall St. Rank hold BA as of Q4 2024.

First Trust Direct Indexing reported no remaining Boeing position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 9,296 Boeing shares in Q4 2024, an estimated $1.41M.
First Trust Direct Indexing first reported a position in Boeing in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's Boeing position peaked at $2.98M in Q4 2023.
2,183 funds tracked by Wall St. Rank held Boeing as of Q4 2024.

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