FTDI
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First Trust Direct Indexing’s Teradyne TER Stock Holding History

First Trust Direct Indexing’s Portfolio TER Stock Details TER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,599
Closed -$750K – 825
2024
Q3 		$750K Buy
5,599
+897
+19% +$121K 0.04% 434
2024
Q2 		$697K Buy
4,702
+1,710
+57% +$217K 0.04% 415
2024
Q1 		$338K Buy
2,992
+438
+17% +$45.6K 0.03% 584
2023
Q4 		$277K Sell
2,554
-89
-3% -$8.44K 0.02% 604
2023
Q3 		$266K Sell
2,643
-465
-15% -$49K 0.03% 555
2023
Q2 		$346K Sell
3,108
-138
-4% -$13.8K 0.04% 500
2023
Q1 		$349K Buy
3,246
+92
+3% +$9.41K 0.04% 497
2022
Q4 		$276K Buy
3,154
+479
+18% +$41K 0.04% 532
2022
Q3 		$201K Buy
+2,675
New +$244K 0.03% 589
2022
Q1 		– Sell
-1,330
Closed -$218K – 700
2021
Q4 		$218K Buy
+1,330
New +$187K 0.03% 586

Other funds holding TER

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return