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First Trust Direct Indexing’s Medtronic MDT Stock Holding History

First Trust Direct Indexing’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-36,940
Closed -$3.33M – 551
2024
Q3 		$3.33M Buy
36,940
+5,282
+17% +$444K 0.18% 107
2024
Q2 		$2.49M Buy
31,658
+2,248
+8% +$184K 0.15% 120
2024
Q1 		$2.56M Buy
29,410
+4,133
+16% +$353K 0.19% 106
2023
Q4 		$2.08M Sell
25,277
-1,893
-7% -$144K 0.19% 114
2023
Q3 		$2.13M Buy
27,170
+896
+3% +$75K 0.24% 84
2023
Q2 		$2.31M Buy
26,274
+1,054
+4% +$90.7K 0.26% 78
2023
Q1 		$2.03M Buy
25,220
+3,341
+15% +$272K 0.24% 99
2022
Q4 		$1.7M Sell
21,879
-3,222
-13% -$261K 0.23% 107
2022
Q3 		$2.03M Buy
25,101
+345
+1% +$31K 0.3% 63
2022
Q2 		$2.22M Sell
24,756
-821
-3% -$83.2K 0.31% 63
2022
Q1 		$2.84M Buy
25,577
+4,503
+21% +$476K 0.34% 53
2021
Q4 		$2.18M Sell
21,074
-1,965
-9% -$228K 0.28% 70
2021
Q3 		$2.89M Buy
23,039
+2,532
+12% +$328K 0.41% 42
2021
Q2 		$2.54M Buy
20,507
+5,141
+33% +$645K 0.38% 44
2021
Q1 		$1.81M Buy
15,366
+798
+5% +$93.5K 0.48% 37
2020
Q4 		$1.71M Buy
+14,568
New +$1.6M 0.46% 34

Other funds holding MDT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Medtronic (MDT) in Q4 2024, closing a stake of 36,940 shares — an estimated $3.33M sold.

First Trust Direct Indexing first reported a position in MDT in Q4 2020 and held it in 16 quarters. The position peaked at $3.33M in Q3 2024. 2,123 funds tracked by Wall St. Rank hold MDT as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Medtronic position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 36,940 Medtronic shares in Q4 2024, an estimated $3.33M.
  • First Trust Direct Indexing first reported a position in Medtronic in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Medtronic position peaked at $3.33M in Q3 2024.
  • 2,123 funds tracked by Wall St. Rank held Medtronic as of Q4 2024.

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