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First Trust Direct Indexing’s CSX Corp CSX Stock Holding History

First Trust Direct Indexing’s Portfolio CSX Stock Details CSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-63,317
Closed -$2.19M – 208
2024
Q3 		$2.19M Buy
63,317
+4,266
+7% +$145K 0.12% 180
2024
Q2 		$1.98M Buy
59,051
+10,276
+21% +$349K 0.12% 170
2024
Q1 		$1.81M Buy
48,775
+5,808
+14% +$212K 0.13% 158
2023
Q4 		$1.49M Buy
42,967
+11,256
+35% +$359K 0.13% 172
2023
Q3 		$975K Buy
31,711
+2,113
+7% +$66.9K 0.11% 207
2023
Q2 		$1.01M Sell
29,598
-4,099
-12% -$130K 0.11% 208
2023
Q1 		$1.01M Sell
33,697
-1,710
-5% -$52.6K 0.12% 206
2022
Q4 		$1.1M Sell
35,407
-4,956
-12% -$149K 0.15% 177
2022
Q3 		$1.07M Sell
40,363
-2,410
-6% -$74.9K 0.16% 171
2022
Q2 		$1.24M Buy
42,773
+2,764
+7% +$90.1K 0.17% 152
2022
Q1 		$1.5M Buy
40,009
+2,439
+6% +$86.3K 0.18% 125
2021
Q4 		$1.41M Buy
37,570
+223
+0.6% +$7.86K 0.18% 122
2021
Q3 		$1.11M Sell
37,347
-1,406
-4% -$45K 0.16% 148
2021
Q2 		$1.24M Buy
38,753
+7,211
+23% +$238K 0.19% 128
2021
Q1 		$1.01M Buy
31,542
+1,566
+5% +$47.8K 0.27% 91
2020
Q4 		$907K Buy
+29,976
New +$861K 0.24% 93

Other funds holding CSX

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

First Trust Direct Indexing sold out of CSX Corp (CSX) in Q4 2024, closing a stake of 63,317 shares — an estimated $2.19M sold.

First Trust Direct Indexing first reported a position in CSX in Q4 2020 and held it in 16 quarters. The position peaked at $2.19M in Q3 2024. 1,722 funds tracked by Wall St. Rank hold CSX as of Q4 2024.

  • First Trust Direct Indexing reported no remaining CSX Corp position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 63,317 CSX Corp shares in Q4 2024, an estimated $2.19M.
  • First Trust Direct Indexing first reported a position in CSX Corp in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's CSX Corp position peaked at $2.19M in Q3 2024.
  • 1,722 funds tracked by Wall St. Rank held CSX Corp as of Q4 2024.

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