FTDI
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First Trust Direct Indexing’s KeyCorp KEY Stock Holding History

First Trust Direct Indexing’s Portfolio KEY Stock Details KEY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-53,872
Closed -$902K – 483
2024
Q3 		$902K Buy
53,872
+3,723
+7% +$59.1K 0.05% 377
2024
Q2 		$713K Buy
50,149
+1,994
+4% +$28.9K 0.04% 410
2024
Q1 		$761K Buy
48,155
+4,705
+11% +$68K 0.06% 359
2023
Q4 		$626K Buy
43,450
+15,591
+56% +$185K 0.06% 389
2023
Q3 		$300K Sell
27,859
-585
-2% -$6.48K 0.03% 517
2023
Q2 		$263K Buy
28,444
+10,103
+55% +$105K 0.03% 583
2023
Q1 		$230K Buy
+18,341
New +$310K 0.03% 620

Other funds holding KEY

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

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

First Trust Direct Indexing sold out of KeyCorp (KEY) in Q4 2024, closing a stake of 53,872 shares — an estimated $902K sold.

First Trust Direct Indexing first reported a position in KEY in Q1 2023 and held it in 7 quarters. The position peaked at $902K in Q3 2024. 815 funds tracked by Wall St. Rank hold KEY as of Q4 2024.

  • First Trust Direct Indexing reported no remaining KeyCorp position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 53,872 KeyCorp shares in Q4 2024, an estimated $902K.
  • First Trust Direct Indexing first reported a position in KeyCorp in Q1 2023 and held it in 7 quarters.
  • First Trust Direct Indexing's KeyCorp position peaked at $902K in Q3 2024.
  • 815 funds tracked by Wall St. Rank held KeyCorp as of Q4 2024.

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