FTDI
BCPC

First Trust Direct Indexing’s Balchem Corp BCPC Stock Holding History

First Trust Direct Indexing’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,589
Closed -$280K – 972
2024
Q3 		$280K Buy
1,589
+177
+13% +$30.1K 0.02% 769
2024
Q2 		$217K Buy
+1,412
New +$213K 0.01% 802
2022
Q2 		– Sell
-1,482
Closed -$203K – 706
2022
Q1 		$203K Sell
1,482
-59
-4% -$8.45K 0.02% 621
2021
Q4 		$260K Buy
+1,541
New +$247K 0.03% 534
2021
Q1 		– Sell
-1,041
Closed -$120K – 1026
2020
Q4 		$120K Buy
+1,041
New +$110K 0.03% 453

Other funds holding BCPC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return