First Trust Direct Indexing’s CrowdStrike CRWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-28,536	Closed	-$2M	–	203
2024 Q3	$2M	Buy	28,536 +9,004	+46%	+$639K	0.11%	199
2024 Q2	$1.87M	Buy	19,532 +6,804	+53%	+$566K	0.12%	178
2024 Q1	$1.02M	Buy	12,728 +1,200	+10%	+$91.9K	0.08%	292
2023 Q4	$736K	Buy	11,528 +6,396	+125%	+$335K	0.07%	340
2023 Q3	$215K	Buy	+5,132	New	+$199K	0.02%	624
2022 Q4	–	Sell	-5,268	Closed	-$217K	–	690
2022 Q3	$217K	Buy	+5,268	New	+$241K	0.03%	558
2022 Q2	–	Sell	-3,788	Closed	-$215K	–	654
2022 Q1	$215K	Buy	+3,788	New	+$176K	0.03%	610
2021 Q4	–	Sell	-3,336	Closed	-$205K	–	671
2021 Q3	$205K	Buy	3,336 +20	+0.6%	+$1.29K	0.03%	584
2021 Q2	$208K	Buy	+3,316	New	+$178K	0.03%	546

Other funds holding CRWD

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

First Trust Direct Indexing sold out of CrowdStrike (CRWD) in Q4 2024, closing a stake of 28,536 shares — an estimated $2M sold.

First Trust Direct Indexing first reported a position in CRWD in Q2 2021 and held it in 9 quarters. The position peaked at $2M in Q3 2024. 1,790 funds tracked by Wall St. Rank hold CRWD as of Q4 2024.

First Trust Direct Indexing reported no remaining CrowdStrike position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 28,536 CrowdStrike shares in Q4 2024, an estimated $2M.
First Trust Direct Indexing first reported a position in CrowdStrike in Q2 2021 and held it in 9 quarters.
First Trust Direct Indexing's CrowdStrike position peaked at $2M in Q3 2024.
1,790 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2024.

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