FTDI
BMI icon

First Trust Direct Indexing’s Badger Meter BMI Stock Holding History

First Trust Direct Indexing’s Portfolio BMI Stock Details BMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,755
Closed -$383K – 114
2024
Q3 		$383K Sell
1,755
-6
-0.3% -$1.2K 0.02% 636
2024
Q2 		$328K Buy
1,761
+280
+19% +$51.1K 0.02% 632
2024
Q1 		$240K Sell
1,481
-108
-7% -$16.6K 0.02% 674
2023
Q4 		$245K Buy
1,589
+134
+9% +$19.5K 0.02% 638
2023
Q3 		$209K Buy
+1,455
New +$230K 0.02% 634
2021
Q1 		– Sell
-1,040
Closed -$98K – 469
2020
Q4 		$98K Buy
+1,040
New +$83.1K 0.03% 508

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Badger Meter (BMI) in Q4 2024, closing a stake of 1,755 shares — an estimated $383K sold.

First Trust Direct Indexing first reported a position in BMI in Q4 2020 and held it in 6 quarters. The position peaked at $383K in Q3 2024. 490 funds tracked by Wall St. Rank hold BMI as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Badger Meter position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,755 Badger Meter shares in Q4 2024, an estimated $383K.
  • First Trust Direct Indexing first reported a position in Badger Meter in Q4 2020 and held it in 6 quarters.
  • First Trust Direct Indexing's Badger Meter position peaked at $383K in Q3 2024.
  • 490 funds tracked by Wall St. Rank held Badger Meter as of Q4 2024.

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