FTDI
FHN icon

First Trust Direct Indexing’s First Horizon FHN Stock Holding History

First Trust Direct Indexing’s Portfolio FHN Stock Details FHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,236
Closed -$237K – 327
2024
Q3 		$237K Sell
15,236
-1,281
-8% -$20.3K 0.01% 849
2024
Q2 		$260K Buy
16,517
+3,894
+31% +$59K 0.02% 719
2024
Q1 		$194K Buy
12,623
+765
+6% +$11K 0.01% 745
2023
Q4 		$168K Sell
11,858
-8,322
-41% -$100K 0.02% 716
2023
Q3 		$222K Sell
20,180
-2,136
-10% -$26.5K 0.03% 614
2023
Q2 		$252K Buy
+22,316
New +$299K 0.03% 596
2021
Q1 		– Sell
-545
Closed -$7K – 594
2020
Q4 		$7K Buy
+545
New +$6.38K ﹤0.01% 969

Other funds holding FHN

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return