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First Trust Direct Indexing’s Becton Dickinson BDX Stock Holding History

First Trust Direct Indexing’s Portfolio BDX Stock Details BDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,453
Closed -$832K – 101
2024
Q3 		$832K Sell
3,453
-182
-5% -$42.7K 0.04% 409
2024
Q2 		$850K Buy
3,635
+821
+29% +$193K 0.05% 352
2024
Q1 		$696K Buy
2,814
+602
+27% +$144K 0.05% 382
2023
Q4 		$539K Sell
2,212
-254
-10% -$62.6K 0.05% 426
2023
Q3 		$637K Buy
2,466
+209
+9% +$56.5K 0.07% 321
2023
Q2 		$596K Buy
2,257
+366
+19% +$93K 0.07% 350
2023
Q1 		$468K Buy
1,891
+92
+5% +$22.5K 0.06% 420
2022
Q4 		$458K Sell
1,799
-280
-13% -$66.1K 0.06% 405
2022
Q3 		$463K Buy
2,079
+126
+6% +$31.4K 0.07% 364
2022
Q2 		$482K Buy
1,953
+196
+11% +$49.8K 0.07% 363
2022
Q1 		$456K Buy
1,757
+73
+4% +$18.8K 0.06% 394
2021
Q4 		$413K Buy
1,684
+128
+8% +$30.7K 0.05% 404
2021
Q3 		$373K Buy
1,556
+90
+6% +$22.1K 0.05% 416
2021
Q2 		$348K Sell
1,466
-571
-28% -$137K 0.05% 426
2021
Q1 		$483K Buy
2,037
+353
+21% +$86.2K 0.13% 217
2020
Q4 		$411K Buy
+1,684
New +$393K 0.11% 230

Other funds holding BDX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Becton Dickinson (BDX) in Q4 2024, closing a stake of 3,453 shares — an estimated $832K sold.

First Trust Direct Indexing first reported a position in BDX in Q4 2020 and held it in 16 quarters. The position peaked at $850K in Q2 2024. 1,625 funds tracked by Wall St. Rank hold BDX as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Becton Dickinson position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,453 Becton Dickinson shares in Q4 2024, an estimated $832K.
  • First Trust Direct Indexing first reported a position in Becton Dickinson in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Becton Dickinson position peaked at $850K in Q2 2024.
  • 1,625 funds tracked by Wall St. Rank held Becton Dickinson as of Q4 2024.

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