First Trust Direct Indexing’s Fifth Third Bancorp FITB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-19,220	Closed	-$823K	–	331
2024 Q3	$823K	Buy	19,220 +1,363	+8%	+$55.5K	0.04%	414
2024 Q2	$652K	Buy	17,857 +2,261	+14%	+$82.6K	0.04%	424
2024 Q1	$580K	Buy	15,596 +3,090	+25%	+$108K	0.04%	434
2023 Q4	$431K	Buy	12,506 +2,104	+20%	+$58.4K	0.04%	480
2023 Q3	$263K	Sell	10,402 -72,310	-87%	-$1.95M	0.03%	557
2023 Q2	$2.17M	Sell	82,712 -892	-1%	-$23K	0.24%	86
2023 Q1	$2.23M	Buy	83,604 +1,292	+2%	+$42.9K	0.26%	84
2022 Q4	$2.7M	Sell	82,312 -22,878	-22%	-$781K	0.36%	49
2022 Q3	$3.36M	Sell	105,190 -259	-0.2%	-$8.93K	0.49%	31
2022 Q2	$3.54M	Buy	105,449 +1,470	+1%	+$55.2K	0.49%	32
2022 Q1	$4.47M	Buy	103,979 +90,776	+688%	+$4.24M	0.54%	27
2021 Q4	$575K	Sell	13,203 -3,274	-20%	-$143K	0.07%	319
2021 Q3	$699K	Buy	16,477 +7,137	+76%	+$273K	0.1%	258
2021 Q2	$357K	Buy	9,340 +1,649	+21%	+$66K	0.05%	420
2021 Q1	$288K	Buy	7,691 +839	+12%	+$28.4K	0.08%	316
2020 Q4	$189K	Buy	+6,852	New	+$173K	0.05%	367

Other funds holding FITB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Fifth Third Bancorp (FITB) in Q4 2024, closing a stake of 19,220 shares — an estimated $823K sold.

First Trust Direct Indexing first reported a position in FITB in Q4 2020 and held it in 16 quarters. The position peaked at $4.47M in Q1 2022. 1,032 funds tracked by Wall St. Rank hold FITB as of Q4 2024.

First Trust Direct Indexing reported no remaining Fifth Third Bancorp position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 19,220 Fifth Third Bancorp shares in Q4 2024, an estimated $823K.
First Trust Direct Indexing first reported a position in Fifth Third Bancorp in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's Fifth Third Bancorp position peaked at $4.47M in Q1 2022.
1,032 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2024.

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