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First Trust Direct Indexing’s Crown Castle CCI Stock Holding History

First Trust Direct Indexing’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,197
Closed -$1.92M – 146
2024
Q3 		$1.92M Sell
16,197
-268
-2% -$29.5K 0.1% 207
2024
Q2 		$1.61M Buy
16,465
+1,938
+13% +$191K 0.1% 207
2024
Q1 		$1.54M Buy
14,527
+1,671
+13% +$182K 0.11% 189
2023
Q4 		$1.48M Buy
12,856
+5,876
+84% +$602K 0.13% 173
2023
Q3 		$642K Sell
6,980
-468
-6% -$48.5K 0.07% 317
2023
Q2 		$849K Buy
7,448
+623
+9% +$74.2K 0.09% 256
2023
Q1 		$913K Buy
6,825
+170
+3% +$23.5K 0.11% 238
2022
Q4 		$903K Sell
6,655
-1,545
-19% -$209K 0.12% 228
2022
Q3 		$1.19M Buy
8,200
+272
+3% +$46.6K 0.17% 141
2022
Q2 		$1.33M Buy
7,928
+213
+3% +$38.8K 0.19% 138
2022
Q1 		$1.42M Buy
7,715
+631
+9% +$112K 0.17% 138
2021
Q4 		$1.48M Sell
7,084
-136
-2% -$25.1K 0.19% 116
2021
Q3 		$1.25M Buy
7,220
+728
+11% +$141K 0.18% 131
2021
Q2 		$1.27M Buy
6,492
+1,459
+29% +$273K 0.19% 124
2021
Q1 		$866K Buy
5,033
+250
+5% +$40K 0.23% 119
2020
Q4 		$761K Buy
+4,783
New +$776K 0.21% 121

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Crown Castle (CCI) in Q4 2024, closing a stake of 16,197 shares — an estimated $1.92M sold.

First Trust Direct Indexing first reported a position in CCI in Q4 2020 and held it in 16 quarters. The position peaked at $1.92M in Q3 2024. 1,121 funds tracked by Wall St. Rank hold CCI as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Crown Castle position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 16,197 Crown Castle shares in Q4 2024, an estimated $1.92M.
  • First Trust Direct Indexing first reported a position in Crown Castle in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Crown Castle position peaked at $1.92M in Q3 2024.
  • 1,121 funds tracked by Wall St. Rank held Crown Castle as of Q4 2024.

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