FTDI
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First Trust Direct Indexing’s RB Global RBA Stock Holding History

First Trust Direct Indexing’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,219
Closed -$340K – 701
2024
Q3 		$340K Buy
+4,219
New +$342K 0.02% 679

Other funds holding RBA

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

First Trust Direct Indexing sold out of RB Global (RBA) in Q4 2024, closing a stake of 4,219 shares — an estimated $340K sold.

First Trust Direct Indexing first reported a position in RBA in Q3 2024 and held it in 1 quarter. The position peaked at $340K in Q3 2024. 480 funds tracked by Wall St. Rank hold RBA as of Q4 2024.

  • First Trust Direct Indexing reported no remaining RB Global position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 4,219 RB Global shares in Q4 2024, an estimated $340K.
  • First Trust Direct Indexing first reported a position in RB Global in Q3 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's RB Global position peaked at $340K in Q3 2024.
  • 480 funds tracked by Wall St. Rank held RB Global as of Q4 2024.

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