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First Trust Direct Indexing’s AT&T T Stock Holding History

First Trust Direct Indexing’s Portfolio T Stock Details T Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-254,498
Closed -$5.6M – 814
2024
Q3 		$5.6M Buy
254,498
+31,119
+14% +$619K 0.3% 58
2024
Q2 		$4.27M Buy
223,379
+32,074
+17% +$558K 0.26% 69
2024
Q1 		$3.37M Buy
191,305
+6,932
+4% +$118K 0.25% 77
2023
Q4 		$3.09M Buy
184,373
+35,984
+24% +$568K 0.28% 68
2023
Q3 		$2.23M Sell
148,389
-21,355
-13% -$313K 0.25% 82
2023
Q2 		$2.71M Sell
169,744
-12,690
-7% -$216K 0.3% 53
2023
Q1 		$3.51M Buy
182,434
+11,174
+7% +$214K 0.42% 35
2022
Q4 		$3.15M Buy
171,260
+6,417
+4% +$115K 0.42% 37
2022
Q3 		$2.53M Sell
164,843
-308
-0.2% -$5.6K 0.37% 45
2022
Q2 		$3.46M Sell
165,151
-27,002
-14% -$538K 0.48% 35
2022
Q1 		$3.43M Buy
192,153
+39,054
+26% +$723K 0.42% 40
2021
Q4 		$2.85M Buy
153,099
+21,684
+17% +$405K 0.37% 48
2021
Q3 		$2.68M Buy
131,415
+14,793
+13% +$311K 0.38% 44
2021
Q2 		$2.54M Buy
116,622
+30,649
+36% +$697K 0.38% 45
2021
Q1 		$1.97M Buy
85,973
+6,129
+8% +$136K 0.52% 31
2020
Q4 		$1.73M Buy
+79,844
New +$1.72M 0.47% 33

Other funds holding T

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

First Trust Direct Indexing's T Position: Q4 2024 in Review

First Trust Direct Indexing sold out of AT&T (T) in Q4 2024, closing a stake of 254,498 shares — an estimated $5.6M sold.

First Trust Direct Indexing first reported a position in T in Q4 2020 and held it in 16 quarters. The position peaked at $5.6M in Q3 2024. 2,676 funds tracked by Wall St. Rank hold T as of Q4 2024.

  • First Trust Direct Indexing reported no remaining AT&T position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 254,498 AT&T shares in Q4 2024, an estimated $5.6M.
  • First Trust Direct Indexing first reported a position in AT&T in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's AT&T position peaked at $5.6M in Q3 2024.
  • 2,676 funds tracked by Wall St. Rank held AT&T as of Q4 2024.

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