First Trust Direct Indexing’s Cadence Design Systems CDNS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8,634	Closed	-$2.34M	–	149
2024 Q3	$2.34M	Buy	8,634 +307	+4%	+$84.9K	0.13%	162
2024 Q2	$2.56M	Buy	8,327 +2,349	+39%	+$695K	0.16%	117
2024 Q1	$1.86M	Buy	5,978 +713	+14%	+$211K	0.14%	152
2023 Q4	$1.43M	Buy	5,265 +607	+13%	+$156K	0.13%	177
2023 Q3	$1.09M	Buy	4,658 +47	+1%	+$11K	0.12%	179
2023 Q2	$1.08M	Sell	4,611 -84	-2%	-$18.3K	0.12%	194
2023 Q1	$986K	Sell	4,695 -135	-3%	-$25.5K	0.12%	212
2022 Q4	$776K	Sell	4,830 -738	-13%	-$118K	0.1%	265
2022 Q3	$910K	Sell	5,568 -31	-0.6%	-$5.33K	0.13%	203
2022 Q2	$840K	Sell	5,599 -19	-0.3%	-$2.87K	0.12%	232
2022 Q1	$924K	Buy	5,618 +209	+4%	+$32.1K	0.11%	232
2021 Q4	$1.01M	Buy	5,409 +1,554	+40%	+$271K	0.13%	186
2021 Q3	$584K	Buy	3,855 +880	+30%	+$134K	0.08%	300
2021 Q2	$407K	Buy	2,975 +1,342	+82%	+$178K	0.06%	373
2021 Q1	$224K	Buy	1,633 +155	+10%	+$20.8K	0.06%	353
2020 Q4	$202K	Buy	+1,478	New	+$173K	0.05%	350

Other funds holding CDNS

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Cadence Design Systems (CDNS) in Q4 2024, closing a stake of 8,634 shares — an estimated $2.34M sold.

First Trust Direct Indexing first reported a position in CDNS in Q4 2020 and held it in 16 quarters. The position peaked at $2.56M in Q2 2024. 1,278 funds tracked by Wall St. Rank hold CDNS as of Q4 2024.

First Trust Direct Indexing reported no remaining Cadence Design Systems position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 8,634 Cadence Design Systems shares in Q4 2024, an estimated $2.34M.
First Trust Direct Indexing first reported a position in Cadence Design Systems in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's Cadence Design Systems position peaked at $2.56M in Q2 2024.
1,278 funds tracked by Wall St. Rank held Cadence Design Systems as of Q4 2024.

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