First Trust Direct Indexing’s Truist Financial TFC Stock Holding History

First Trust Direct Indexing’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-51,627	Closed	-$2.21M	–	827
2024 Q3	$2.21M	Buy	51,627 +6,553	+15%	+$277K	0.12%	175
2024 Q2	$1.75M	Buy	45,074 +5,151	+13%	+$195K	0.11%	190
2024 Q1	$1.56M	Buy	39,923 +9,965	+33%	+$365K	0.12%	185
2023 Q4	$1.11M	Buy	29,958 +13,462	+82%	+$423K	0.1%	236
2023 Q3	$472K	Buy	16,496 +1,518	+10%	+$46.7K	0.05%	415
2023 Q2	$455K	Sell	14,978 -5,703	-28%	-$177K	0.05%	438
2023 Q1	$705K	Sell	20,681 -102	-0.5%	-$4.45K	0.08%	303
2022 Q4	$894K	Sell	20,783 -1,961	-9%	-$86K	0.12%	229
2022 Q3	$990K	Buy	22,744 +751	+3%	+$36.1K	0.14%	185
2022 Q2	$1.04M	Sell	21,993 -3,084	-12%	-$152K	0.15%	185
2022 Q1	$1.42M	Buy	25,077 +1,041	+4%	+$64.3K	0.17%	140
2021 Q4	$1.41M	Sell	24,036 -2,572	-10%	-$157K	0.18%	124
2021 Q3	$1.56M	Sell	26,608 -14	-0.1%	-$782	0.22%	99
2021 Q2	$1.48M	Buy	26,622 +4,870	+22%	+$286K	0.22%	104
2021 Q1	$1.27M	Sell	21,752 -13	-0.1%	-$713	0.34%	69
2020 Q4	$1.04M	Buy	+21,765	New	+$985K	0.28%	76

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Truist Financial (TFC) in Q4 2024, closing a stake of 51,627 shares — an estimated $2.21M sold.

First Trust Direct Indexing first reported a position in TFC in Q4 2020 and held it in 16 quarters. The position peaked at $2.21M in Q3 2024. 1,568 funds tracked by Wall St. Rank hold TFC as of Q4 2024.

First Trust Direct Indexing reported no remaining Truist Financial position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 51,627 Truist Financial shares in Q4 2024, an estimated $2.21M.
First Trust Direct Indexing first reported a position in Truist Financial in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's Truist Financial position peaked at $2.21M in Q3 2024.
1,568 funds tracked by Wall St. Rank held Truist Financial as of Q4 2024.

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