FTDI
TRP icon

First Trust Direct Indexing’s TC Energy TRP Stock Holding History

First Trust Direct Indexing’s Portfolio TRP Stock Details TRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,471
Closed -$355K – 845
2024
Q3 		$355K Sell
7,471
-855
-10% -$37.2K 0.02% 667
2024
Q2 		$316K Buy
8,326
+2,654
+47% +$101K 0.02% 656
2024
Q1 		$228K Sell
5,672
-1,849
-25% -$73K 0.02% 691
2023
Q4 		$294K Buy
7,521
+1,473
+24% +$53.7K 0.03% 590
2023
Q3 		$208K Sell
6,048
-830
-12% -$30.5K 0.02% 637
2023
Q2 		$278K Buy
6,878
+421
+7% +$17.2K 0.03% 564
2023
Q1 		$251K Sell
6,457
-4,094
-39% -$167K 0.03% 596
2022
Q4 		$421K Sell
10,551
-1,411
-12% -$61.2K 0.06% 421
2022
Q3 		$482K Buy
11,962
+944
+9% +$46.8K 0.07% 348
2022
Q2 		$571K Sell
11,018
-763
-6% -$42.6K 0.08% 317
2022
Q1 		$665K Buy
11,781
+1,704
+17% +$89.7K 0.08% 308
2021
Q4 		$469K Sell
10,077
-993
-9% -$49.1K 0.06% 370
2021
Q3 		$532K Buy
11,070
+1,399
+14% +$67.8K 0.08% 330
2021
Q2 		$479K Buy
9,671
+1,104
+13% +$55.2K 0.07% 334
2021
Q1 		$392K Hold
8,567
– – 0.1% 261
2020
Q4 		$349K Buy
+8,567
New +$365K 0.09% 265

Other funds holding TRP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return