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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Bank of Montreal (BMO) in Q4 2024, closing a stake of 7,646 shares — an estimated $690K sold.

First Trust Direct Indexing first reported a position in BMO in Q4 2020 and held it in 16 quarters. The position peaked at $888K in Q1 2022. 538 funds tracked by Wall St. Rank hold BMO as of Q4 2024.

First Trust Direct Indexing reported no remaining Bank of Montreal position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 7,646 Bank of Montreal shares in Q4 2024, an estimated $690K.
First Trust Direct Indexing first reported a position in Bank of Montreal in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's Bank of Montreal position peaked at $888K in Q1 2022.
538 funds tracked by Wall St. Rank held Bank of Montreal as of Q4 2024.

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