FTDI
CMA

First Trust Direct Indexing’s Comerica CMA Stock Holding History

First Trust Direct Indexing’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,205
Closed -$731K – 173
2024
Q3 		$731K Buy
12,205
+5,311
+77% +$293K 0.04% 443
2024
Q2 		$352K Buy
6,894
+525
+8% +$26.8K 0.02% 600
2024
Q1 		$350K Sell
6,369
-568
-8% -$29.6K 0.03% 570
2023
Q4 		$387K Buy
6,937
+1,279
+23% +$57.8K 0.03% 511
2023
Q3 		$235K Buy
5,658
+200
+4% +$9.48K 0.03% 597
2023
Q2 		$231K Buy
+5,458
New +$221K 0.03% 619

Other funds holding CMA

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Comerica (CMA) in Q4 2024, closing a stake of 12,205 shares — an estimated $731K sold.

First Trust Direct Indexing first reported a position in CMA in Q2 2023 and held it in 6 quarters. The position peaked at $731K in Q3 2024. 572 funds tracked by Wall St. Rank hold CMA as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Comerica position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 12,205 Comerica shares in Q4 2024, an estimated $731K.
  • First Trust Direct Indexing first reported a position in Comerica in Q2 2023 and held it in 6 quarters.
  • First Trust Direct Indexing's Comerica position peaked at $731K in Q3 2024.
  • 572 funds tracked by Wall St. Rank held Comerica as of Q4 2024.

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