First Trust Direct Indexing’s BHP BHP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-34,039	Closed	-$2.11M	–	104
2024 Q3	$2.11M	Sell	34,039 -1,898	-5%	-$105K	0.11%	186
2024 Q2	$2.05M	Buy	35,937 +3,311	+10%	+$192K	0.13%	158
2024 Q1	$1.88M	Sell	32,626 -3,630	-10%	-$217K	0.14%	151
2023 Q4	$2.48M	Buy	36,256 +1,485	+4%	+$89.6K	0.22%	96
2023 Q3	$1.98M	Buy	34,771 +1,425	+4%	+$83.3K	0.23%	94
2023 Q2	$1.99M	Buy	33,346 +31	+0.1%	+$1.85K	0.22%	101
2023 Q1	$2.11M	Buy	33,315 +961	+3%	+$62K	0.25%	93
2022 Q4	$2.01M	Buy	32,354 +1,558	+5%	+$87.6K	0.27%	88
2022 Q3	$1.54M	Buy	30,796 +1,531	+5%	+$81.1K	0.23%	101
2022 Q2	$1.64M	Buy	29,265 +6,145	+27%	+$382K	0.23%	97
2022 Q1	$1.59M	Buy	23,120 +15,256	+194%	+$927K	0.19%	115
2021 Q4	$423K	Sell	7,864 -2,865	-27%	-$143K	0.05%	398
2021 Q3	$512K	Buy	10,729 +1,602	+18%	+$97.8K	0.07%	342
2021 Q2	$593K	Buy	9,127 +560	+7%	+$37K	0.09%	290
2021 Q1	$530K	Hold	8,567	–	–	0.14%	200
2020 Q4	$499K	Buy	+8,567	New	+$429K	0.13%	188

Other funds holding BHP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return