First Trust Direct Indexing’s Public Storage PSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,337	Closed	-$1.94M	–	686
2024 Q3	$1.94M	Buy	5,337 +1,150	+27%	+$373K	0.1%	204
2024 Q2	$1.2M	Buy	4,187 +1,129	+37%	+$311K	0.07%	273
2024 Q1	$887K	Buy	3,058 +624	+26%	+$179K	0.07%	322
2023 Q4	$742K	Buy	2,434 +504	+26%	+$134K	0.07%	335
2023 Q3	$509K	Sell	1,930 -80	-4%	-$22.4K	0.06%	392
2023 Q2	$587K	Sell	2,010 -456	-18%	-$133K	0.07%	358
2023 Q1	$745K	Buy	2,466 +85	+4%	+$25K	0.09%	285
2022 Q4	$667K	Sell	2,381 -8	-0.3%	-$2.33K	0.09%	300
2022 Q3	$699K	Sell	2,389 -55	-2%	-$17.9K	0.1%	263
2022 Q2	$764K	Sell	2,444 -85	-3%	-$29.4K	0.11%	250
2022 Q1	$987K	Buy	2,529 +204	+9%	+$74K	0.12%	215
2021 Q4	$871K	Sell	2,325 -1,347	-37%	-$450K	0.11%	218
2021 Q3	$1.09M	Buy	3,672 +195	+6%	+$61.2K	0.16%	155
2021 Q2	$1.04M	Buy	3,477 +1,595	+85%	+$447K	0.16%	166
2021 Q1	$464K	Sell	1,882 -558	-23%	-$130K	0.12%	225
2020 Q4	$563K	Buy	+2,440	New	+$559K	0.15%	168

Other funds holding PSA

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Public Storage (PSA) in Q4 2024, closing a stake of 5,337 shares — an estimated $1.94M sold.

First Trust Direct Indexing first reported a position in PSA in Q4 2020 and held it in 16 quarters. The position peaked at $1.94M in Q3 2024. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

First Trust Direct Indexing reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 5,337 Public Storage shares in Q4 2024, an estimated $1.94M.
First Trust Direct Indexing first reported a position in Public Storage in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's Public Storage position peaked at $1.94M in Q3 2024.
1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

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