FTDI
TRI icon

First Trust Direct Indexing’s Thomson Reuters TRI Stock Holding History

First Trust Direct Indexing’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,058
Closed -$876K – 843
2024
Q3 		$876K Buy
5,058
+680
+16% +$115K 0.05% 387
2024
Q2 		$750K Sell
4,378
-49
-1% -$8.12K 0.05% 387
2024
Q1 		$701K Buy
4,427
+292
+7% +$45.4K 0.05% 379
2023
Q4 		$614K Buy
4,135
+127
+3% +$17.2K 0.06% 397
2023
Q3 		$498K Buy
4,008
+435
+12% +$57.3K 0.06% 401
2023
Q2 		$490K Buy
3,573
+33
+0.9% +$4.43K 0.05% 419
2023
Q1 		$485K Buy
3,540
+107
+3% +$13.6K 0.06% 409
2022
Q4 		$413K Sell
3,433
-406
-11% -$46.8K 0.05% 428
2022
Q3 		$415K Buy
3,839
+789
+26% +$91.5K 0.06% 389
2022
Q2 		$335K Buy
3,050
+498
+20% +$52.8K 0.05% 441
2022
Q1 		$293K Buy
2,552
+471
+23% +$52.6K 0.04% 516
2021
Q4 		$262K Buy
2,081
+45
+2% +$5.6K 0.03% 530
2021
Q3 		$237K Buy
+2,036
New +$237K 0.03% 546
2021
Q1 		– Sell
-27
Closed -$2K – 942
2020
Q4 		$2K Buy
+27
New +$2.31K ﹤0.01% 1107

Other funds holding TRI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return