FTDI
CNH

First Trust Direct Indexing’s CNH Industrial CNH Stock Holding History

First Trust Direct Indexing’s Portfolio CNH Stock Details CNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,784
Closed -$220K – 968
2024
Q3 		$220K Sell
19,784
-1,972
-9% -$20.1K 0.01% 881
2024
Q2 		$220K Sell
21,756
-529
-2% -$5.99K 0.01% 794
2024
Q1 		$289K Buy
22,285
+2,379
+12% +$28.8K 0.02% 622
2023
Q4 		$242K Sell
19,906
-15,055
-43% -$168K 0.02% 645
2023
Q3 		$423K Sell
34,961
-738
-2% -$10.2K 0.05% 436
2023
Q2 		$514K Buy
35,699
+2,405
+7% +$33.8K 0.06% 405
2023
Q1 		$508K Buy
33,294
+385
+1% +$6.23K 0.06% 394
2022
Q4 		$529K Buy
32,909
+1,716
+6% +$24.7K 0.07% 371
2022
Q3 		$348K Buy
31,193
+9,788
+46% +$118K 0.05% 428
2022
Q2 		$248K Buy
21,405
+1,872
+10% +$26.7K 0.03% 531
2022
Q1 		$310K Sell
19,533
-1,851
-9% -$28.8K 0.04% 494
2021
Q4 		$362K Buy
21,384
+2,021
+10% +$31K 0.05% 444
2021
Q3 		$280K Sell
19,363
-416
-2% -$5.97K 0.04% 498
2021
Q2 		$288K Buy
+19,779
New +$282K 0.04% 471

Other funds holding CNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

First Trust Direct Indexing sold out of CNH Industrial (CNH) in Q4 2024, closing a stake of 19,784 shares — an estimated $220K sold.

First Trust Direct Indexing first reported a position in CNH in Q2 2021 and held it in 14 quarters. The position peaked at $529K in Q4 2022. 503 funds tracked by Wall St. Rank hold CNH as of Q4 2024.

  • First Trust Direct Indexing reported no remaining CNH Industrial position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 19,784 CNH Industrial shares in Q4 2024, an estimated $220K.
  • First Trust Direct Indexing first reported a position in CNH Industrial in Q2 2021 and held it in 14 quarters.
  • First Trust Direct Indexing's CNH Industrial position peaked at $529K in Q4 2022.
  • 503 funds tracked by Wall St. Rank held CNH Industrial as of Q4 2024.

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