First Trust Direct Indexing’s BP BP Stock Holding History

First Trust Direct Indexing’s Portfolio BP Stock Details BP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-45,487	Closed	-$1.43M	–	121
2024 Q3	$1.43M	Sell	45,487 -4,599	-9%	-$156K	0.08%	261
2024 Q2	$1.81M	Buy	50,086 +131	+0.3%	+$4.91K	0.11%	183
2024 Q1	$1.88M	Sell	49,955 -695	-1%	-$24.9K	0.14%	150
2023 Q4	$1.79M	Buy	50,650 +3,331	+7%	+$122K	0.16%	140
2023 Q3	$1.83M	Buy	47,319 +2,435	+5%	+$90.4K	0.21%	113
2023 Q2	$1.58M	Sell	44,884 -10,972	-20%	-$406K	0.18%	129
2023 Q1	$2.12M	Sell	55,856 -495	-0.9%	-$18.5K	0.25%	92
2022 Q4	$1.97M	Buy	56,351 +2,071	+4%	+$68.9K	0.26%	89
2022 Q3	$1.55M	Buy	54,280 +5,501	+11%	+$164K	0.23%	99
2022 Q2	$1.38M	Buy	48,779 +2,650	+6%	+$81.2K	0.19%	127
2022 Q1	$1.36M	Buy	46,129 +11,296	+32%	+$344K	0.16%	147
2021 Q4	$928K	Buy	34,833 +451	+1%	+$12.5K	0.12%	204
2021 Q3	$940K	Buy	34,382 +10,575	+44%	+$265K	0.13%	189
2021 Q2	$629K	Buy	23,807 +10,329	+77%	+$271K	0.09%	276
2021 Q1	$328K	Buy	13,478 +94	+0.7%	+$2.26K	0.09%	292
2020 Q4	$275K	Buy	+13,384	New	+$252K	0.07%	302

Other funds holding BP

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return