FTDI
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First Trust Direct Indexing’s Scotiabank BNS Stock Holding History

First Trust Direct Indexing’s Portfolio BNS Stock Details BNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,890
Closed -$430K – 118
2024
Q3 		$430K Buy
7,890
+878
+13% +$42.6K 0.02% 594
2024
Q2 		$321K Buy
7,012
+312
+5% +$14.8K 0.02% 643
2024
Q1 		$347K Buy
6,700
+415
+7% +$19.9K 0.03% 574
2023
Q4 		$306K Sell
6,285
-334
-5% -$14.7K 0.03% 576
2023
Q3 		$302K Buy
6,619
+32
+0.5% +$1.53K 0.03% 514
2023
Q2 		$330K Sell
6,587
-2,572
-28% -$128K 0.04% 522
2023
Q1 		$461K Sell
9,159
-142
-2% -$7.29K 0.05% 426
2022
Q4 		$456K Sell
9,301
-1,603
-15% -$79K 0.06% 407
2022
Q3 		$519K Buy
10,904
+767
+8% +$43.8K 0.08% 334
2022
Q2 		$600K Buy
10,137
+342
+3% +$22.2K 0.08% 304
2022
Q1 		$702K Buy
9,795
+514
+6% +$37.3K 0.09% 296
2021
Q4 		$665K Buy
9,281
+81
+0.9% +$5.35K 0.09% 289
2021
Q3 		$566K Buy
9,200
+234
+3% +$14.6K 0.08% 312
2021
Q2 		$583K Buy
8,966
+1,663
+23% +$108K 0.09% 293
2021
Q1 		$457K Buy
7,303
+580
+9% +$33.6K 0.12% 234
2020
Q4 		$363K Buy
+6,723
New +$319K 0.1% 257

Other funds holding BNS

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Scotiabank (BNS) in Q4 2024, closing a stake of 7,890 shares — an estimated $430K sold.

First Trust Direct Indexing first reported a position in BNS in Q4 2020 and held it in 16 quarters. The position peaked at $702K in Q1 2022. 442 funds tracked by Wall St. Rank hold BNS as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Scotiabank position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 7,890 Scotiabank shares in Q4 2024, an estimated $430K.
  • First Trust Direct Indexing first reported a position in Scotiabank in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Scotiabank position peaked at $702K in Q1 2022.
  • 442 funds tracked by Wall St. Rank held Scotiabank as of Q4 2024.

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