FTDI
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First Trust Direct Indexing’s Gartner IT Stock Holding History

First Trust Direct Indexing’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,557
Closed -$1.3M – 448
2024
Q3 		$1.3M Buy
2,557
+126
+5% +$60.6K 0.07% 282
2024
Q2 		$1.09M Buy
2,431
+516
+27% +$230K 0.07% 294
2024
Q1 		$913K Buy
1,915
+202
+12% +$93K 0.07% 315
2023
Q4 		$773K Buy
1,713
+163
+11% +$65.1K 0.07% 327
2023
Q3 		$533K Buy
1,550
+44
+3% +$15.3K 0.06% 376
2023
Q2 		$528K Sell
1,506
-363
-19% -$118K 0.06% 398
2023
Q1 		$609K Buy
1,869
+33
+2% +$10.9K 0.07% 342
2022
Q4 		$617K Sell
1,836
-250
-12% -$80.7K 0.08% 315
2022
Q3 		$577K Sell
2,086
-240
-10% -$67.3K 0.08% 311
2022
Q2 		$562K Sell
2,326
-45
-2% -$12K 0.08% 322
2022
Q1 		$705K Buy
2,371
+39
+2% +$11.3K 0.09% 295
2021
Q4 		$780K Sell
2,332
-59
-2% -$19K 0.1% 253
2021
Q3 		$727K Buy
2,391
+1,522
+175% +$441K 0.1% 248
2021
Q2 		$210K Buy
+869
New +$190K 0.03% 543

Other funds holding IT

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Gartner (IT) in Q4 2024, closing a stake of 2,557 shares — an estimated $1.3M sold.

First Trust Direct Indexing first reported a position in IT in Q2 2021 and held it in 14 quarters. The position peaked at $1.3M in Q3 2024. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Gartner position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,557 Gartner shares in Q4 2024, an estimated $1.3M.
  • First Trust Direct Indexing first reported a position in Gartner in Q2 2021 and held it in 14 quarters.
  • First Trust Direct Indexing's Gartner position peaked at $1.3M in Q3 2024.
  • 952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

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