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First Trust Direct Indexing’s Dynatrace DT Stock Holding History

First Trust Direct Indexing’s Portfolio DT Stock Details DT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,524
Closed -$295K – 258
2024
Q3 		$295K Buy
5,524
+576
+12% +$27.4K 0.02% 743
2024
Q2 		$221K Buy
+4,948
New +$228K 0.01% 790

Other funds holding DT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Dynatrace (DT) in Q4 2024, closing a stake of 5,524 shares — an estimated $295K sold.

First Trust Direct Indexing first reported a position in DT in Q2 2024 and held it in 2 quarters. The position peaked at $295K in Q3 2024. 578 funds tracked by Wall St. Rank hold DT as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Dynatrace position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 5,524 Dynatrace shares in Q4 2024, an estimated $295K.
  • First Trust Direct Indexing first reported a position in Dynatrace in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's Dynatrace position peaked at $295K in Q3 2024.
  • 578 funds tracked by Wall St. Rank held Dynatrace as of Q4 2024.

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