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First Trust Direct Indexing’s Thermo Fisher Scientific TMO Stock Holding History

First Trust Direct Indexing’s Portfolio TMO Stock Details TMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,942
Closed -$4.29M – 837
2024
Q3 		$4.29M Buy
6,942
+763
+12% +$452K 0.23% 79
2024
Q2 		$3.42M Buy
6,179
+1,198
+24% +$686K 0.21% 89
2024
Q1 		$2.9M Buy
4,981
+945
+23% +$530K 0.22% 89
2023
Q4 		$2.14M Buy
4,036
+1,187
+42% +$575K 0.19% 111
2023
Q3 		$1.44M Buy
2,849
+472
+20% +$252K 0.16% 134
2023
Q2 		$1.24M Sell
2,377
-183
-7% -$98.8K 0.14% 165
2023
Q1 		$1.48M Buy
2,560
+187
+8% +$105K 0.18% 138
2022
Q4 		$1.31M Sell
2,373
-50
-2% -$26.5K 0.17% 142
2022
Q3 		$1.23M Buy
2,423
+4
+0.2% +$2.24K 0.18% 136
2022
Q2 		$1.31M Buy
2,419
+309
+15% +$170K 0.18% 139
2022
Q1 		$1.25M Buy
2,110
+178
+9% +$102K 0.15% 166
2021
Q4 		$1.29M Hold
1,932
– – 0.17% 145
2021
Q3 		$1.1M Buy
1,932
+110
+6% +$60.4K 0.16% 154
2021
Q2 		$919K Sell
1,822
-371
-17% -$175K 0.14% 188
2021
Q1 		$1M Buy
2,193
+255
+13% +$122K 0.27% 96
2020
Q4 		$903K Buy
+1,938
New +$909K 0.24% 96

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Thermo Fisher Scientific (TMO) in Q4 2024, closing a stake of 6,942 shares — an estimated $4.29M sold.

First Trust Direct Indexing first reported a position in TMO in Q4 2020 and held it in 16 quarters. The position peaked at $4.29M in Q3 2024. 2,616 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Thermo Fisher Scientific position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 6,942 Thermo Fisher Scientific shares in Q4 2024, an estimated $4.29M.
  • First Trust Direct Indexing first reported a position in Thermo Fisher Scientific in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Thermo Fisher Scientific position peaked at $4.29M in Q3 2024.
  • 2,616 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

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