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First Trust Direct Indexing’s T-Mobile US TMUS Stock Holding History

First Trust Direct Indexing’s Portfolio TMUS Stock Details TMUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,593
Closed -$3.84M – 838
2024
Q3 		$3.84M Buy
18,593
+2,153
+13% +$412K 0.21% 89
2024
Q2 		$2.9M Buy
16,440
+2,030
+14% +$340K 0.18% 102
2024
Q1 		$2.35M Buy
14,410
+1,522
+12% +$248K 0.17% 119
2023
Q4 		$2.07M Buy
12,888
+770
+6% +$114K 0.18% 118
2023
Q3 		$1.7M Buy
12,118
+665
+6% +$92.1K 0.19% 118
2023
Q2 		$1.59M Sell
11,453
-583
-5% -$81.8K 0.18% 127
2023
Q1 		$1.74M Sell
12,036
-1,201
-9% -$174K 0.21% 110
2022
Q4 		$1.85M Sell
13,237
-1,119
-8% -$161K 0.25% 95
2022
Q3 		$1.93M Sell
14,356
-298
-2% -$41.8K 0.28% 71
2022
Q2 		$1.97M Buy
14,654
+2,211
+18% +$288K 0.27% 75
2022
Q1 		$1.6M Buy
12,443
+2,814
+29% +$335K 0.19% 114
2021
Q4 		$1.12M Sell
9,629
-168
-2% -$19.8K 0.14% 167
2021
Q3 		$1.25M Buy
9,797
+3,461
+55% +$482K 0.18% 130
2021
Q2 		$918K Buy
6,336
+3,628
+134% +$500K 0.14% 189
2021
Q1 		$339K Buy
2,708
+188
+7% +$23.7K 0.09% 289
2020
Q4 		$340K Buy
+2,520
New +$311K 0.09% 271

Other funds holding TMUS

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

First Trust Direct Indexing sold out of T-Mobile US (TMUS) in Q4 2024, closing a stake of 18,593 shares — an estimated $3.84M sold.

First Trust Direct Indexing first reported a position in TMUS in Q4 2020 and held it in 16 quarters. The position peaked at $3.84M in Q3 2024. 1,663 funds tracked by Wall St. Rank hold TMUS as of Q4 2024.

  • First Trust Direct Indexing reported no remaining T-Mobile US position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 18,593 T-Mobile US shares in Q4 2024, an estimated $3.84M.
  • First Trust Direct Indexing first reported a position in T-Mobile US in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's T-Mobile US position peaked at $3.84M in Q3 2024.
  • 1,663 funds tracked by Wall St. Rank held T-Mobile US as of Q4 2024.

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