FTDI
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First Trust Direct Indexing’s HSBC HSBC Stock Holding History

First Trust Direct Indexing’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-50,238
Closed -$2.27M – 409
2024
Q3 		$2.27M Buy
50,238
+646
+1% +$28K 0.12% 170
2024
Q2 		$2.16M Buy
49,592
+2,402
+5% +$103K 0.13% 150
2024
Q1 		$1.86M Sell
47,190
-7,836
-14% -$306K 0.14% 153
2023
Q4 		$2.23M Buy
55,026
+1,136
+2% +$44K 0.2% 109
2023
Q3 		$2.13M Buy
53,890
+1,365
+3% +$53.8K 0.24% 85
2023
Q2 		$2.08M Sell
52,525
-2,474
-4% -$92.3K 0.23% 90
2023
Q1 		$1.88M Buy
54,999
+2,770
+5% +$99.4K 0.22% 104
2022
Q4 		$1.63M Sell
52,229
-1,643
-3% -$46.6K 0.22% 113
2022
Q3 		$1.4M Sell
53,872
-373
-0.7% -$11.6K 0.21% 121
2022
Q2 		$1.77M Buy
54,245
+4,941
+10% +$160K 0.25% 87
2022
Q1 		$1.69M Buy
49,304
+9,086
+23% +$313K 0.21% 106
2021
Q4 		$1.21M Buy
40,218
+1,804
+5% +$52.7K 0.16% 152
2021
Q3 		$1M Buy
38,414
+13,252
+53% +$361K 0.14% 170
2021
Q2 		$726K Buy
25,162
+10,370
+70% +$317K 0.11% 244
2021
Q1 		$431K Buy
14,792
+258
+2% +$7.38K 0.11% 243
2020
Q4 		$377K Buy
+14,534
New +$345K 0.1% 245

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

First Trust Direct Indexing sold out of HSBC (HSBC) in Q4 2024, closing a stake of 50,238 shares — an estimated $2.27M sold.

First Trust Direct Indexing first reported a position in HSBC in Q4 2020 and held it in 16 quarters. The position peaked at $2.27M in Q3 2024. 465 funds tracked by Wall St. Rank hold HSBC as of Q4 2024.

  • First Trust Direct Indexing reported no remaining HSBC position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 50,238 HSBC shares in Q4 2024, an estimated $2.27M.
  • First Trust Direct Indexing first reported a position in HSBC in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's HSBC position peaked at $2.27M in Q3 2024.
  • 465 funds tracked by Wall St. Rank held HSBC as of Q4 2024.

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