First Trust Direct Indexing’s DoorDash DASH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,704	Closed	-$814K	–	226
2024 Q3	$814K	Buy	5,704 +568	+11%	+$68.9K	0.04%	417
2024 Q2	$559K	Buy	5,136 +356	+7%	+$42.9K	0.03%	471
2024 Q1	$658K	Buy	4,780 +437	+10%	+$51.5K	0.05%	395
2023 Q4	$429K	Buy	4,343 +711	+20%	+$63K	0.04%	481
2023 Q3	$289K	Buy	3,632 +177	+5%	+$14.4K	0.03%	531
2023 Q2	$264K	Buy	+3,455	New	+$229K	0.03%	581

Other funds holding DASH

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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

First Trust Direct Indexing sold out of DoorDash (DASH) in Q4 2024, closing a stake of 5,704 shares — an estimated $814K sold.

First Trust Direct Indexing first reported a position in DASH in Q2 2023 and held it in 6 quarters. The position peaked at $814K in Q3 2024. 798 funds tracked by Wall St. Rank hold DASH as of Q4 2024.

First Trust Direct Indexing reported no remaining DoorDash position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 5,704 DoorDash shares in Q4 2024, an estimated $814K.
First Trust Direct Indexing first reported a position in DoorDash in Q2 2023 and held it in 6 quarters.
First Trust Direct Indexing's DoorDash position peaked at $814K in Q3 2024.
798 funds tracked by Wall St. Rank held DoorDash as of Q4 2024.

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