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First Trust Direct Indexing’s Raymond James Financial RJF Stock Holding History

First Trust Direct Indexing’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,033
Closed -$739K – 717
2024
Q3 		$739K Buy
6,033
+1,486
+33% +$174K 0.04% 440
2024
Q2 		$562K Buy
4,547
+704
+18% +$86.9K 0.03% 467
2024
Q1 		$494K Buy
3,843
+227
+6% +$26.5K 0.04% 470
2023
Q4 		$403K Buy
3,616
+1,259
+53% +$130K 0.04% 496
2023
Q3 		$237K Buy
2,357
+47
+2% +$4.97K 0.03% 594
2023
Q2 		$240K Sell
2,310
-426
-16% -$39.6K 0.03% 607
2023
Q1 		$255K Sell
2,736
-718
-21% -$76.1K 0.03% 588
2022
Q4 		$369K Buy
3,454
+334
+11% +$37.5K 0.05% 457
2022
Q3 		$308K Buy
3,120
+222
+8% +$22.5K 0.05% 463
2022
Q2 		$259K Buy
2,898
+95
+3% +$9.31K 0.04% 516
2022
Q1 		$308K Buy
2,803
+343
+14% +$36.3K 0.04% 497
2021
Q4 		$247K Sell
2,460
-1,760
-42% -$174K 0.03% 547
2021
Q3 		$389K Buy
+4,220
New +$378K 0.06% 405

Other funds holding RJF

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Raymond James Financial (RJF) in Q4 2024, closing a stake of 6,033 shares — an estimated $739K sold.

First Trust Direct Indexing first reported a position in RJF in Q3 2021 and held it in 13 quarters. The position peaked at $739K in Q3 2024. 835 funds tracked by Wall St. Rank hold RJF as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Raymond James Financial position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 6,033 Raymond James Financial shares in Q4 2024, an estimated $739K.
  • First Trust Direct Indexing first reported a position in Raymond James Financial in Q3 2021 and held it in 13 quarters.
  • First Trust Direct Indexing's Raymond James Financial position peaked at $739K in Q3 2024.
  • 835 funds tracked by Wall St. Rank held Raymond James Financial as of Q4 2024.

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