FTDI
RH icon

First Trust Direct Indexing’s RH RH Stock Holding History

First Trust Direct Indexing’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-764
Closed -$256K – 714
2024
Q3 		$256K Buy
+764
New +$210K 0.01% 811
2022
Q1 		– Sell
-387
Closed -$207K – 696
2021
Q4 		$207K Sell
387
-40
-9% -$24.6K 0.03% 607
2021
Q3 		$285K Sell
427
-12
-3% -$8.26K 0.04% 493
2021
Q2 		$298K Buy
+439
New +$285K 0.04% 464
2021
Q1 		– Sell
-18
Closed -$8K – 865
2020
Q4 		$8K Buy
+18
New +$7.42K ﹤0.01% 961

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return