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First Trust Direct Indexing’s SS&C Technologies SSNC Stock Holding History

First Trust Direct Indexing’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,722
Closed -$202K – 795
2024
Q3 		$202K Buy
+2,722
New +$193K 0.01% 922

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

First Trust Direct Indexing sold out of SS&C Technologies (SSNC) in Q4 2024, closing a stake of 2,722 shares — an estimated $202K sold.

First Trust Direct Indexing first reported a position in SSNC in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 648 funds tracked by Wall St. Rank hold SSNC as of Q4 2024.

  • First Trust Direct Indexing reported no remaining SS&C Technologies position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,722 SS&C Technologies shares in Q4 2024, an estimated $202K.
  • First Trust Direct Indexing first reported a position in SS&C Technologies in Q3 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's SS&C Technologies position peaked at $202K in Q3 2024.
  • 648 funds tracked by Wall St. Rank held SS&C Technologies as of Q4 2024.

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