First Trust Direct Indexing’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-918	Closed	-$388K	–	243
2024 Q3	$388K	Hold	918	–	–	0.02%	634
2024 Q2	$359K	Buy	+918	New	+$356K	0.02%	590

Other funds holding DIA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

First Trust Direct Indexing sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2024, closing a stake of 918 shares — an estimated $388K sold.

First Trust Direct Indexing first reported a position in DIA in Q2 2024 and held it in 2 quarters. The position peaked at $388K in Q3 2024. 1,294 funds tracked by Wall St. Rank hold DIA as of Q4 2024.

First Trust Direct Indexing reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 918 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2024, an estimated $388K.
First Trust Direct Indexing first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2024 and held it in 2 quarters.
First Trust Direct Indexing's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $388K in Q3 2024.
1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2024.

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