First Trust Direct Indexing’s GE Aerospace GE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-28,189	Closed	-$5.32M	–	356
2024 Q3	$5.32M	Buy	28,189 +10,404	+58%	+$1.76M	0.29%	64
2024 Q2	$2.83M	Buy	17,785 +1,546	+10%	+$247K	0.17%	107
2024 Q1	$2.27M	Buy	16,239 +2,536	+19%	+$299K	0.17%	121
2023 Q4	$1.4M	Buy	13,703 +2,709	+25%	+$251K	0.12%	184
2023 Q3	$970K	Buy	10,994 +1,135	+12%	+$102K	0.11%	209
2023 Q2	$864K	Buy	9,859 +1,345	+16%	+$109K	0.1%	250
2023 Q1	$650K	Buy	8,514 +217	+3%	+$14.5K	0.08%	321
2022 Q4	$433K	Buy	8,297 +959	+13%	+$47.1K	0.06%	417
2022 Q3	$283K	Sell	7,338 -358	-5%	-$15.7K	0.04%	483
2022 Q2	$305K	Sell	7,696 -5,976	-44%	-$290K	0.04%	465
2022 Q1	$779K	Buy	13,672 +3,736	+38%	+$223K	0.09%	270
2021 Q4	$585K	Buy	9,936 +1,891	+24%	+$119K	0.08%	314
2021 Q3	$516K	Buy	8,045 +2,055	+34%	+$132K	0.07%	339
2021 Q2	$402K	Sell	5,990 -4,023	-40%	-$268K	0.06%	378
2021 Q1	$655K	Buy	10,013 +1,194	+14%	+$72.3K	0.17%	172
2020 Q4	$475K	Buy	+8,819	New	+$395K	0.13%	200

Other funds holding GE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

First Trust Direct Indexing sold out of GE Aerospace (GE) in Q4 2024, closing a stake of 28,189 shares — an estimated $5.32M sold.

First Trust Direct Indexing first reported a position in GE in Q4 2020 and held it in 16 quarters. The position peaked at $5.32M in Q3 2024. 2,446 funds tracked by Wall St. Rank hold GE as of Q4 2024.

First Trust Direct Indexing reported no remaining GE Aerospace position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 28,189 GE Aerospace shares in Q4 2024, an estimated $5.32M.
First Trust Direct Indexing first reported a position in GE Aerospace in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's GE Aerospace position peaked at $5.32M in Q3 2024.
2,446 funds tracked by Wall St. Rank held GE Aerospace as of Q4 2024.

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