FTDI
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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 $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

First Trust Direct Indexing sold out of BHP (BHP) in Q4 2024, closing a stake of 34,039 shares — an estimated $2.11M sold.

First Trust Direct Indexing first reported a position in BHP in Q4 2020 and held it in 16 quarters. The position peaked at $2.48M in Q4 2023. 646 funds tracked by Wall St. Rank hold BHP as of Q4 2024.

  • First Trust Direct Indexing reported no remaining BHP position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 34,039 BHP shares in Q4 2024, an estimated $2.11M.
  • First Trust Direct Indexing first reported a position in BHP in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's BHP position peaked at $2.48M in Q4 2023.
  • 646 funds tracked by Wall St. Rank held BHP as of Q4 2024.

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