FTDI
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First Trust Direct Indexing’s DT Midstream DTM Stock Holding History

First Trust Direct Indexing’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,345
Closed -$263K – 260
2024
Q3 		$263K Sell
3,345
-118
-3% -$8.8K 0.01% 798
2024
Q2 		$246K Buy
+3,463
New +$227K 0.02% 742

Other funds holding DTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

First Trust Direct Indexing sold out of DT Midstream (DTM) in Q4 2024, closing a stake of 3,345 shares — an estimated $263K sold.

First Trust Direct Indexing first reported a position in DTM in Q2 2024 and held it in 2 quarters. The position peaked at $263K in Q3 2024. 582 funds tracked by Wall St. Rank hold DTM as of Q4 2024.

  • First Trust Direct Indexing reported no remaining DT Midstream position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,345 DT Midstream shares in Q4 2024, an estimated $263K.
  • First Trust Direct Indexing first reported a position in DT Midstream in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's DT Midstream position peaked at $263K in Q3 2024.
  • 582 funds tracked by Wall St. Rank held DT Midstream as of Q4 2024.

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