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First Trust Direct Indexing’s D.R. Horton DHI Stock Holding History

First Trust Direct Indexing’s Portfolio DHI Stock Details DHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,948
Closed -$1.9M – 241
2024
Q3 		$1.9M Buy
9,948
+464
+5% +$81.5K 0.1% 211
2024
Q2 		$1.34M Buy
9,484
+953
+11% +$140K 0.08% 246
2024
Q1 		$1.4M Buy
8,531
+605
+8% +$90.7K 0.1% 209
2023
Q4 		$1.2M Sell
7,926
-705
-8% -$86.8K 0.11% 211
2023
Q3 		$928K Buy
8,631
+81
+0.9% +$9.7K 0.11% 221
2023
Q2 		$1.04M Buy
8,550
+1,404
+20% +$154K 0.12% 203
2023
Q1 		$698K Buy
7,146
+274
+4% +$26.1K 0.08% 307
2022
Q4 		$613K Buy
6,872
+495
+8% +$39.7K 0.08% 317
2022
Q3 		$429K Buy
6,377
+1,734
+37% +$128K 0.06% 379
2022
Q2 		$307K Buy
4,643
+526
+13% +$37K 0.04% 463
2022
Q1 		$307K Buy
4,117
+465
+13% +$40.3K 0.04% 498
2021
Q4 		$396K Buy
3,652
+671
+23% +$64.6K 0.05% 416
2021
Q3 		$250K Sell
2,981
-46
-2% -$4.24K 0.04% 531
2021
Q2 		$274K Sell
3,027
-952
-24% -$89.4K 0.04% 480
2021
Q1 		$355K Buy
3,979
+394
+11% +$30.8K 0.09% 274
2020
Q4 		$247K Buy
+3,585
New +$261K 0.07% 324

Other funds holding DHI

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

First Trust Direct Indexing sold out of D.R. Horton (DHI) in Q4 2024, closing a stake of 9,948 shares — an estimated $1.9M sold.

First Trust Direct Indexing first reported a position in DHI in Q4 2020 and held it in 16 quarters. The position peaked at $1.9M in Q3 2024. 1,130 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

  • First Trust Direct Indexing reported no remaining D.R. Horton position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 9,948 D.R. Horton shares in Q4 2024, an estimated $1.9M.
  • First Trust Direct Indexing first reported a position in D.R. Horton in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's D.R. Horton position peaked at $1.9M in Q3 2024.
  • 1,130 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

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