FTDI
COIN icon

First Trust Direct Indexing’s Coinbase COIN Stock Holding History

First Trust Direct Indexing’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,595
Closed -$641K – 184
2024
Q3 		$641K Sell
3,595
-440
-11% -$88.1K 0.03% 470
2024
Q2 		$897K Buy
4,035
+218
+6% +$50.2K 0.06% 334
2024
Q1 		$1.01M Buy
3,817
+790
+26% +$142K 0.08% 293
2023
Q4 		$526K Buy
+3,027
New +$331K 0.05% 434

Other funds holding COIN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Coinbase (COIN) in Q4 2024, closing a stake of 3,595 shares — an estimated $641K sold.

First Trust Direct Indexing first reported a position in COIN in Q4 2023 and held it in 4 quarters. The position peaked at $1.01M in Q1 2024. 1,026 funds tracked by Wall St. Rank hold COIN as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Coinbase position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,595 Coinbase shares in Q4 2024, an estimated $641K.
  • First Trust Direct Indexing first reported a position in Coinbase in Q4 2023 and held it in 4 quarters.
  • First Trust Direct Indexing's Coinbase position peaked at $1.01M in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held Coinbase as of Q4 2024.

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