FTDI
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First Trust Direct Indexing’s Best Buy BBY Stock Holding History

First Trust Direct Indexing’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,271
Closed -$441K – 96
2024
Q3 		$441K Buy
4,271
+521
+14% +$46.9K 0.02% 586
2024
Q2 		$316K Buy
3,750
+1,120
+43% +$88.9K 0.02% 653
2024
Q1 		$216K Buy
+2,630
New +$200K 0.02% 704
2023
Q1 		– Sell
-2,739
Closed -$220K – 699
2022
Q4 		$220K Buy
+2,739
New +$202K 0.03% 600
2022
Q3 		– Sell
-3,236
Closed -$211K – 648
2022
Q2 		$211K Sell
3,236
-153
-5% -$12.8K 0.03% 566
2022
Q1 		$308K Buy
3,389
+114
+3% +$11.3K 0.04% 496
2021
Q4 		$333K Sell
3,275
-166
-5% -$18.9K 0.04% 473
2021
Q3 		$364K Buy
+3,441
New +$387K 0.05% 424

Other funds holding BBY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Best Buy (BBY) in Q4 2024, closing a stake of 4,271 shares — an estimated $441K sold.

First Trust Direct Indexing first reported a position in BBY in Q3 2021 and held it in 8 quarters. The position peaked at $441K in Q3 2024. 849 funds tracked by Wall St. Rank hold BBY as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Best Buy position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 4,271 Best Buy shares in Q4 2024, an estimated $441K.
  • First Trust Direct Indexing first reported a position in Best Buy in Q3 2021 and held it in 8 quarters.
  • First Trust Direct Indexing's Best Buy position peaked at $441K in Q3 2024.
  • 849 funds tracked by Wall St. Rank held Best Buy as of Q4 2024.

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