FTDI
TEAM icon

First Trust Direct Indexing’s Atlassian TEAM Stock Holding History

First Trust Direct Indexing’s Portfolio TEAM Stock Details TEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,475
Closed -$552K – 821
2024
Q3 		$552K Sell
3,475
-29
-0.8% -$4.77K 0.03% 514
2024
Q2 		$620K Sell
3,504
-189
-5% -$33.8K 0.04% 443
2024
Q1 		$721K Buy
3,693
+55
+2% +$12K 0.05% 371
2023
Q4 		$865K Buy
3,638
+27
+0.7% +$5.3K 0.08% 298
2023
Q3 		$728K Buy
3,611
+288
+9% +$54.7K 0.08% 288
2023
Q2 		$558K Sell
3,323
-286
-8% -$45.8K 0.06% 377
2023
Q1 		$618K Buy
3,609
+1,260
+54% +$201K 0.07% 336
2022
Q4 		$302K Buy
+2,349
New +$374K 0.04% 508
2022
Q1 		– Sell
-557
Closed -$212K – 699
2021
Q4 		$212K Buy
557
+19
+4% +$7.63K 0.03% 602
2021
Q3 		$211K Buy
+538
New +$180K 0.03% 579
2021
Q1 		– Sell
-105
Closed -$25K – 931
2020
Q4 		$25K Buy
+105
New +$22.2K 0.01% 849

Other funds holding TEAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return