FTDI
GD icon

First Trust Direct Indexing’s General Dynamics GD Stock Holding History

First Trust Direct Indexing’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,646
Closed -$2.61M – 354
2024
Q3 		$2.61M Buy
8,646
+581
+7% +$171K 0.14% 145
2024
Q2 		$2.34M Buy
8,065
+267
+3% +$78.2K 0.14% 131
2024
Q1 		$2.2M Buy
7,798
+1,325
+20% +$354K 0.16% 127
2023
Q4 		$1.68M Buy
6,473
+29
+0.5% +$7.08K 0.15% 151
2023
Q3 		$1.42M Buy
6,444
+309
+5% +$68.4K 0.16% 138
2023
Q2 		$1.32M Buy
6,135
+126
+2% +$27.2K 0.15% 156
2023
Q1 		$1.37M Buy
6,009
+61
+1% +$14.1K 0.16% 151
2022
Q4 		$1.48M Buy
5,948
+207
+4% +$50.5K 0.2% 125
2022
Q3 		$1.22M Sell
5,741
-90
-2% -$20.3K 0.18% 137
2022
Q2 		$1.29M Buy
5,831
+345
+6% +$79.4K 0.18% 143
2022
Q1 		$1.32M Buy
5,486
+212
+4% +$47.1K 0.16% 152
2021
Q4 		$1.1M Sell
5,274
-3
-0.1% -$606 0.14% 168
2021
Q3 		$1.03M Buy
5,277
+1,575
+43% +$308K 0.15% 165
2021
Q2 		$697K Buy
3,702
+1,040
+39% +$196K 0.1% 254
2021
Q1 		$483K Buy
2,662
+133
+5% +$21.7K 0.13% 218
2020
Q4 		$376K Buy
+2,529
New +$370K 0.1% 246

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

First Trust Direct Indexing sold out of General Dynamics (GD) in Q4 2024, closing a stake of 8,646 shares — an estimated $2.61M sold.

First Trust Direct Indexing first reported a position in GD in Q4 2020 and held it in 16 quarters. The position peaked at $2.61M in Q3 2024. 1,846 funds tracked by Wall St. Rank hold GD as of Q4 2024.

  • First Trust Direct Indexing reported no remaining General Dynamics position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 8,646 General Dynamics shares in Q4 2024, an estimated $2.61M.
  • First Trust Direct Indexing first reported a position in General Dynamics in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's General Dynamics position peaked at $2.61M in Q3 2024.
  • 1,846 funds tracked by Wall St. Rank held General Dynamics as of Q4 2024.

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