FTDI
DOX icon

First Trust Direct Indexing’s Amdocs DOX Stock Holding History

First Trust Direct Indexing’s Portfolio DOX Stock Details DOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,063
Closed -$268K – 253
2024
Q3 		$268K Buy
3,063
+200
+7% +$16.8K 0.01% 792
2024
Q2 		$226K Buy
2,863
+112
+4% +$9.21K 0.01% 780
2024
Q1 		$249K Buy
2,751
+312
+13% +$28.4K 0.02% 660
2023
Q4 		$214K Sell
2,439
-43
-2% -$3.58K 0.02% 693
2023
Q3 		$210K Sell
2,482
-394
-14% -$35.6K 0.02% 633
2023
Q2 		$284K Buy
2,876
+46
+2% +$4.33K 0.03% 560
2023
Q1 		$272K Buy
2,830
+75
+3% +$6.94K 0.03% 567
2022
Q4 		$250K Buy
2,755
+32
+1% +$2.72K 0.03% 565
2022
Q3 		$216K Hold
2,723
– – 0.03% 561
2022
Q2 		$227K Buy
2,723
+49
+2% +$4.04K 0.03% 550
2022
Q1 		$220K Sell
2,674
-198
-7% -$15.5K 0.03% 601
2021
Q4 		$215K Hold
2,872
– – 0.03% 594
2021
Q3 		$217K Sell
2,872
-7
-0.2% -$542 0.03% 571
2021
Q2 		$223K Buy
+2,879
New +$222K 0.03% 533
2021
Q1 		– Sell
-386
Closed -$27K – 547
2020
Q4 		$27K Buy
+386
New +$24.2K 0.01% 842

Other funds holding DOX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Amdocs (DOX) in Q4 2024, closing a stake of 3,063 shares — an estimated $268K sold.

First Trust Direct Indexing first reported a position in DOX in Q4 2020 and held it in 15 quarters. The position peaked at $284K in Q2 2023. 513 funds tracked by Wall St. Rank hold DOX as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Amdocs position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,063 Amdocs shares in Q4 2024, an estimated $268K.
  • First Trust Direct Indexing first reported a position in Amdocs in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's Amdocs position peaked at $284K in Q2 2023.
  • 513 funds tracked by Wall St. Rank held Amdocs as of Q4 2024.

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