First Trust Direct Indexing’s JetBlue JBLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,577	Closed	-$89.1K	–	465
2024 Q3	$89.1K	Sell	13,577 -3,388	-20%	-$19.1K	﹤0.01%	966
2024 Q2	$103K	Buy	16,965 +3,469	+26%	+$20.9K	0.01%	881
2024 Q1	$100K	Buy	13,496 +851	+7%	+$5.28K	0.01%	780
2023 Q4	$70.2K	Buy	+12,645	New	+$59.2K	0.01%	749

Other funds holding JBLU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Direct Indexing sold out of JetBlue (JBLU) in Q4 2024, closing a stake of 13,577 shares — an estimated $89.1K sold.

First Trust Direct Indexing first reported a position in JBLU in Q4 2023 and held it in 4 quarters. The position peaked at $103K in Q2 2024. 371 funds tracked by Wall St. Rank hold JBLU as of Q4 2024.

First Trust Direct Indexing reported no remaining JetBlue position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 13,577 JetBlue shares in Q4 2024, an estimated $89.1K.
First Trust Direct Indexing first reported a position in JetBlue in Q4 2023 and held it in 4 quarters.
First Trust Direct Indexing's JetBlue position peaked at $103K in Q2 2024.
371 funds tracked by Wall St. Rank held JetBlue as of Q4 2024.

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