First Trust Direct Indexing’s First Citizens BancShares FCNCA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-131	Closed	-$241K	–	320
2024 Q3	$241K	Sell	131 -22	-14%	-$42K	0.01%	840
2024 Q2	$258K	Buy	153 +18	+13%	+$30.1K	0.02%	726
2024 Q1	$221K	Buy	+135	New	+$203K	0.02%	698
2023 Q4	–	Sell	-183	Closed	-$253K	–	761
2023 Q3	$253K	Sell	183 -14	-7%	-$19.2K	0.03%	571
2023 Q2	$253K	Buy	+197	New	+$228K	0.03%	594

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

First Trust Direct Indexing sold out of First Citizens BancShares (FCNCA) in Q4 2024, closing a stake of 131 shares — an estimated $241K sold.

First Trust Direct Indexing first reported a position in FCNCA in Q2 2023 and held it in 5 quarters. The position peaked at $258K in Q2 2024. 616 funds tracked by Wall St. Rank hold FCNCA as of Q4 2024.

First Trust Direct Indexing reported no remaining First Citizens BancShares position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 131 First Citizens BancShares shares in Q4 2024, an estimated $241K.
First Trust Direct Indexing first reported a position in First Citizens BancShares in Q2 2023 and held it in 5 quarters.
First Trust Direct Indexing's First Citizens BancShares position peaked at $258K in Q2 2024.
616 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2024.

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