FTDI
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First Trust Direct Indexing’s TFS Financial TFSL Stock Holding History

First Trust Direct Indexing’s Portfolio TFSL Stock Details TFSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,053
Closed -$181K – 828
2024
Q3 		$181K Sell
14,053
-703
-5% -$9.26K 0.01% 931
2024
Q2 		$186K Buy
14,756
+1,618
+12% +$20.4K 0.01% 847
2024
Q1 		$165K Buy
13,138
+12
+0.1% +$159 0.01% 747
2023
Q4 		$193K Buy
+13,126
New +$170K 0.02% 713

Other funds holding TFSL

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

First Trust Direct Indexing sold out of TFS Financial (TFSL) in Q4 2024, closing a stake of 14,053 shares — an estimated $181K sold.

First Trust Direct Indexing first reported a position in TFSL in Q4 2023 and held it in 4 quarters. The position peaked at $193K in Q4 2023. 176 funds tracked by Wall St. Rank hold TFSL as of Q4 2024.

  • First Trust Direct Indexing reported no remaining TFS Financial position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 14,053 TFS Financial shares in Q4 2024, an estimated $181K.
  • First Trust Direct Indexing first reported a position in TFS Financial in Q4 2023 and held it in 4 quarters.
  • First Trust Direct Indexing's TFS Financial position peaked at $193K in Q4 2023.
  • 176 funds tracked by Wall St. Rank held TFS Financial as of Q4 2024.

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