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First Trust Direct Indexing’s FedEx FDX Stock Holding History

First Trust Direct Indexing’s Portfolio FDX Stock Details FDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,320
Closed -$2.28M – 323
2024
Q3 		$2.28M Buy
8,320
+574
+7% +$167K 0.12% 168
2024
Q2 		$2.32M Buy
7,746
+813
+12% +$213K 0.14% 134
2024
Q1 		$2.01M Buy
6,933
+254
+4% +$63.5K 0.15% 142
2023
Q4 		$1.69M Buy
6,679
+637
+11% +$162K 0.15% 150
2023
Q3 		$1.6M Buy
6,042
+130
+2% +$33.8K 0.18% 121
2023
Q2 		$1.47M Sell
5,912
-98
-2% -$22.4K 0.16% 138
2023
Q1 		$1.37M Buy
6,010
+976
+19% +$198K 0.16% 150
2022
Q4 		$872K Buy
5,034
+1,720
+52% +$286K 0.12% 234
2022
Q3 		$492K Sell
3,314
-1,247
-27% -$263K 0.07% 343
2022
Q2 		$1.03M Buy
4,561
+1,218
+36% +$260K 0.14% 189
2022
Q1 		$774K Buy
3,343
+614
+22% +$144K 0.09% 272
2021
Q4 		$706K Sell
2,729
-240
-8% -$57.6K 0.09% 275
2021
Q3 		$651K Sell
2,969
-324
-10% -$87.9K 0.09% 276
2021
Q2 		$982K Buy
3,293
+563
+21% +$167K 0.15% 179
2021
Q1 		$775K Buy
2,730
+121
+5% +$31.2K 0.21% 138
2020
Q4 		$677K Buy
+2,609
New +$723K 0.18% 147

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

First Trust Direct Indexing sold out of FedEx (FDX) in Q4 2024, closing a stake of 8,320 shares — an estimated $2.28M sold.

First Trust Direct Indexing first reported a position in FDX in Q4 2020 and held it in 16 quarters. The position peaked at $2.32M in Q2 2024. 1,827 funds tracked by Wall St. Rank hold FDX as of Q4 2024.

  • First Trust Direct Indexing reported no remaining FedEx position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 8,320 FedEx shares in Q4 2024, an estimated $2.28M.
  • First Trust Direct Indexing first reported a position in FedEx in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's FedEx position peaked at $2.32M in Q2 2024.
  • 1,827 funds tracked by Wall St. Rank held FedEx as of Q4 2024.

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