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First Trust Direct Indexing’s Bank of Montreal BMO Stock Holding History

First Trust Direct Indexing’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,646
Closed -$690K – 115
2024
Q3 		$690K Sell
7,646
-347
-4% -$29.6K 0.04% 453
2024
Q2 		$670K Buy
7,993
+18
+0.2% +$1.63K 0.04% 421
2024
Q1 		$779K Buy
7,975
+305
+4% +$28.8K 0.06% 352
2023
Q4 		$759K Buy
7,670
+312
+4% +$26K 0.07% 331
2023
Q3 		$621K Buy
7,358
+23
+0.3% +$2.02K 0.07% 331
2023
Q2 		$662K Buy
7,335
+56
+0.8% +$4.95K 0.07% 322
2023
Q1 		$649K Sell
7,279
-385
-5% -$36.5K 0.08% 323
2022
Q4 		$694K Sell
7,664
-404
-5% -$37.4K 0.09% 289
2022
Q3 		$707K Buy
8,068
+395
+5% +$38.2K 0.1% 256
2022
Q2 		$738K Buy
7,673
+147
+2% +$15.6K 0.1% 259
2022
Q1 		$888K Buy
7,526
+454
+6% +$52.6K 0.11% 243
2021
Q4 		$762K Buy
7,072
+38
+0.5% +$4.09K 0.1% 254
2021
Q3 		$702K Buy
7,034
+3,421
+95% +$344K 0.1% 255
2021
Q2 		$371K Buy
3,613
+787
+28% +$77.7K 0.06% 406
2021
Q1 		$252K Buy
2,826
+61
+2% +$4.97K 0.07% 338
2020
Q4 		$210K Buy
+2,765
New +$189K 0.06% 346

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return