FTDI
GTLS

First Trust Direct Indexing’s Chart Industries GTLS Stock Holding History

First Trust Direct Indexing’s Portfolio GTLS Stock Details GTLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,053
Closed -$255K – 386
2024
Q3 		$255K Sell
2,053
-168
-8% -$22.1K 0.01% 812
2024
Q2 		$321K Buy
2,221
+268
+14% +$40.4K 0.02% 644
2024
Q1 		$322K Buy
1,953
+7
+0.4% +$940 0.02% 594
2023
Q4 		$265K Buy
1,946
+111
+6% +$15K 0.02% 617
2023
Q3 		$310K Buy
1,835
+128
+7% +$21.5K 0.04% 510
2023
Q2 		$273K Sell
1,707
-147
-8% -$18.8K 0.03% 570
2023
Q1 		$232K Buy
1,854
+80
+5% +$10.3K 0.03% 617
2022
Q4 		$204K Buy
1,774
+171
+11% +$27.5K 0.03% 622
2022
Q3 		$296K Buy
1,603
+89
+6% +$16.5K 0.04% 471
2022
Q2 		$253K Sell
1,514
-1,200
-44% -$205K 0.04% 525
2022
Q1 		$466K Sell
2,714
-37
-1% -$5.2K 0.06% 387
2021
Q4 		$439K Sell
2,751
-43
-2% -$7.6K 0.06% 384
2021
Q3 		$534K Sell
2,794
-45
-2% -$7.75K 0.08% 328
2021
Q2 		$415K Buy
+2,839
New +$416K 0.06% 367
2021
Q1 		– Sell
-1,298
Closed -$153K – 636
2020
Q4 		$153K Buy
+1,298
New +$125K 0.04% 401

Other funds holding GTLS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Chart Industries (GTLS) in Q4 2024, closing a stake of 2,053 shares — an estimated $255K sold.

First Trust Direct Indexing first reported a position in GTLS in Q4 2020 and held it in 15 quarters. The position peaked at $534K in Q3 2021. 527 funds tracked by Wall St. Rank hold GTLS as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Chart Industries position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,053 Chart Industries shares in Q4 2024, an estimated $255K.
  • First Trust Direct Indexing first reported a position in Chart Industries in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's Chart Industries position peaked at $534K in Q3 2021.
  • 527 funds tracked by Wall St. Rank held Chart Industries as of Q4 2024.

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