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 $2.3T AUM 54.33% 1-Year Est. Return
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
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

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

First Trust Direct Indexing sold out of RH (RH) in Q4 2024, closing a stake of 764 shares — an estimated $256K sold.

First Trust Direct Indexing first reported a position in RH in Q4 2020 and held it in 5 quarters. The position peaked at $298K in Q2 2021. 424 funds tracked by Wall St. Rank hold RH as of Q4 2024.

  • First Trust Direct Indexing reported no remaining RH position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 764 RH shares in Q4 2024, an estimated $256K.
  • First Trust Direct Indexing first reported a position in RH in Q4 2020 and held it in 5 quarters.
  • First Trust Direct Indexing's RH position peaked at $298K in Q2 2021.
  • 424 funds tracked by Wall St. Rank held RH as of Q4 2024.

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