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First Trust Direct Indexing’s Royal Bank of Canada RY Stock Holding History

First Trust Direct Indexing’s Portfolio RY Stock Details RY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,755
Closed -$1.84M – 734
2024
Q3 		$1.84M Buy
14,755
+626
+4% +$71.9K 0.1% 215
2024
Q2 		$1.5M Buy
14,129
+753
+6% +$77.4K 0.09% 222
2024
Q1 		$1.35M Buy
13,376
+741
+6% +$73.1K 0.1% 223
2023
Q4 		$1.28M Buy
12,635
+1,056
+9% +$93K 0.11% 201
2023
Q3 		$1.01M Buy
11,579
+63
+0.5% +$5.86K 0.12% 193
2023
Q2 		$1.1M Sell
11,516
-2,317
-17% -$221K 0.12% 190
2023
Q1 		$1.32M Sell
13,833
-29
-0.2% -$2.87K 0.16% 156
2022
Q4 		$1.3M Sell
13,862
-416
-3% -$39.3K 0.17% 144
2022
Q3 		$1.29M Buy
14,278
+458
+3% +$43.9K 0.19% 131
2022
Q2 		$1.34M Buy
13,820
+348
+3% +$35.6K 0.19% 136
2022
Q1 		$1.49M Buy
13,472
+665
+5% +$74.6K 0.18% 128
2021
Q4 		$1.36M Buy
12,807
+120
+0.9% +$12.5K 0.18% 134
2021
Q3 		$1.26M Buy
12,687
+1,444
+13% +$147K 0.18% 128
2021
Q2 		$1.14M Buy
11,243
+3,359
+43% +$333K 0.17% 150
2021
Q1 		$727K Sell
7,884
-221
-3% -$19.2K 0.19% 148
2020
Q4 		$665K Buy
+8,105
New +$627K 0.18% 153

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Royal Bank of Canada (RY) in Q4 2024, closing a stake of 14,755 shares — an estimated $1.84M sold.

First Trust Direct Indexing first reported a position in RY in Q4 2020 and held it in 16 quarters. The position peaked at $1.84M in Q3 2024. 777 funds tracked by Wall St. Rank hold RY as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Royal Bank of Canada position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 14,755 Royal Bank of Canada shares in Q4 2024, an estimated $1.84M.
  • First Trust Direct Indexing first reported a position in Royal Bank of Canada in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Royal Bank of Canada position peaked at $1.84M in Q3 2024.
  • 777 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q4 2024.

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