First Trust Direct Indexing’s Teleflex TFX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,125	Closed	-$278K	–	829
2024 Q3	$278K	Sell	1,125 -318	-22%	-$74.2K	0.01%	771
2024 Q2	$304K	Buy	1,443 +189	+15%	+$39.6K	0.02%	666
2024 Q1	$284K	Buy	1,254 +73	+6%	+$17.3K	0.02%	630
2023 Q4	$294K	Sell	1,181 -184	-13%	-$39.3K	0.03%	589
2023 Q3	$268K	Sell	1,365 -46	-3%	-$10.4K	0.03%	553
2023 Q2	$342K	Sell	1,411 -99	-7%	-$24.8K	0.04%	508
2023 Q1	$382K	Buy	1,510 +355	+31%	+$86.1K	0.05%	477
2022 Q4	$288K	Sell	1,155 -86	-7%	-$19K	0.04%	520
2022 Q3	$250K	Buy	1,241 +216	+21%	+$51.7K	0.04%	516
2022 Q2	$252K	Buy	1,025 +17	+2%	+$4.96K	0.04%	526
2022 Q1	$358K	Buy	1,008 +124	+14%	+$40.8K	0.04%	453
2021 Q4	$290K	Buy	884 +62	+8%	+$21.1K	0.04%	501
2021 Q3	$310K	Sell	822 -148	-15%	-$57.6K	0.04%	468
2021 Q2	$390K	Buy	+970	New	+$397K	0.06%	393
2021 Q1	–	Sell	-469	Closed	-$193K	–	933
2020 Q4	$193K	Buy	+469	New	+$173K	0.05%	361

Other funds holding TFX

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

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

Geode Capital Management

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return