First Trust Direct Indexing’s BCE BCE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,991	Closed	-$208K	–	98
2024 Q3	$208K	Buy	+5,991	New	+$205K	0.01%	901
2024 Q1	–	Sell	-5,481	Closed	-$216K	–	816
2023 Q4	$216K	Buy	+5,481	New	+$212K	0.02%	687
2023 Q3	–	Sell	-7,325	Closed	-$334K	–	701
2023 Q2	$334K	Buy	7,325 +2,751	+60%	+$128K	0.04%	513
2023 Q1	$205K	Buy	+4,574	New	+$207K	0.02%	644
2022 Q3	–	Sell	-4,086	Closed	-$201K	–	649
2022 Q2	$201K	Buy	+4,086	New	+$219K	0.03%	583

Other funds holding BCE

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

First Trust Direct Indexing sold out of BCE (BCE) in Q4 2024, closing a stake of 5,991 shares — an estimated $208K sold.

First Trust Direct Indexing first reported a position in BCE in Q2 2022 and held it in 5 quarters. The position peaked at $334K in Q2 2023. 430 funds tracked by Wall St. Rank hold BCE as of Q4 2024.

First Trust Direct Indexing reported no remaining BCE position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 5,991 BCE shares in Q4 2024, an estimated $208K.
First Trust Direct Indexing first reported a position in BCE in Q2 2022 and held it in 5 quarters.
First Trust Direct Indexing's BCE position peaked at $334K in Q2 2023.
430 funds tracked by Wall St. Rank held BCE as of Q4 2024.

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