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First Trust Direct Indexing’s Capitol Federal Financial CFFN Stock Holding History

First Trust Direct Indexing’s Portfolio CFFN Stock Details CFFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,562
Closed -$103K – 154
2024
Q3 		$103K Sell
17,562
-72
-0.4% -$424 0.01% 958
2024
Q2 		$96.8K Buy
+17,634
New +$91.9K 0.01% 885

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Capitol Federal Financial (CFFN) in Q4 2024, closing a stake of 17,562 shares — an estimated $103K sold.

First Trust Direct Indexing first reported a position in CFFN in Q2 2024 and held it in 2 quarters. The position peaked at $103K in Q3 2024. 229 funds tracked by Wall St. Rank hold CFFN as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Capitol Federal Financial position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 17,562 Capitol Federal Financial shares in Q4 2024, an estimated $103K.
  • First Trust Direct Indexing first reported a position in Capitol Federal Financial in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's Capitol Federal Financial position peaked at $103K in Q3 2024.
  • 229 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q4 2024.

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