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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Teradyne (TER) in Q4 2024, closing a stake of 5,599 shares — an estimated $750K sold.

First Trust Direct Indexing first reported a position in TER in Q4 2021 and held it in 10 quarters. The position peaked at $750K in Q3 2024. 775 funds tracked by Wall St. Rank hold TER as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Teradyne position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 5,599 Teradyne shares in Q4 2024, an estimated $750K.
  • First Trust Direct Indexing first reported a position in Teradyne in Q4 2021 and held it in 10 quarters.
  • First Trust Direct Indexing's Teradyne position peaked at $750K in Q3 2024.
  • 775 funds tracked by Wall St. Rank held Teradyne as of Q4 2024.

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