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First Trust Direct Indexing’s L3Harris LHX Stock Holding History

First Trust Direct Indexing’s Portfolio LHX Stock Details LHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,856
Closed -$1.39M – 514
2024
Q3 		$1.39M Buy
5,856
+224
+4% +$51.7K 0.07% 269
2024
Q2 		$1.26M Buy
5,632
+232
+4% +$50.1K 0.08% 264
2024
Q1 		$1.15M Buy
5,400
+586
+12% +$123K 0.09% 267
2023
Q4 		$1.01M Buy
4,814
+1,553
+48% +$291K 0.09% 255
2023
Q3 		$568K Sell
3,261
-586
-15% -$108K 0.06% 356
2023
Q2 		$753K Sell
3,847
-1,345
-26% -$257K 0.08% 283
2023
Q1 		$1.02M Buy
5,192
+254
+5% +$51.9K 0.12% 203
2022
Q4 		$1.03M Buy
4,938
+63
+1% +$14.2K 0.14% 190
2022
Q3 		$1.01M Buy
4,875
+99
+2% +$22.8K 0.15% 181
2022
Q2 		$1.15M Buy
4,776
+702
+17% +$169K 0.16% 167
2022
Q1 		$1.01M Buy
4,074
+669
+20% +$156K 0.12% 209
2021
Q4 		$726K Sell
3,405
-18
-0.5% -$3.99K 0.09% 265
2021
Q3 		$754K Buy
3,423
+525
+18% +$119K 0.11% 237
2021
Q2 		$626K Buy
2,898
+281
+11% +$60.4K 0.09% 277
2021
Q1 		$530K Buy
2,617
+15
+0.6% +$2.81K 0.14% 201
2020
Q4 		$492K Buy
+2,602
New +$476K 0.13% 190

Other funds holding LHX

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

First Trust Direct Indexing sold out of L3Harris (LHX) in Q4 2024, closing a stake of 5,856 shares — an estimated $1.39M sold.

First Trust Direct Indexing first reported a position in LHX in Q4 2020 and held it in 16 quarters. The position peaked at $1.39M in Q3 2024. 1,400 funds tracked by Wall St. Rank hold LHX as of Q4 2024.

  • First Trust Direct Indexing reported no remaining L3Harris position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 5,856 L3Harris shares in Q4 2024, an estimated $1.39M.
  • First Trust Direct Indexing first reported a position in L3Harris in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's L3Harris position peaked at $1.39M in Q3 2024.
  • 1,400 funds tracked by Wall St. Rank held L3Harris as of Q4 2024.

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