First Trust Direct Indexing’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-81,566
Closed -$21.3M 851
2024
Q3
$21.3M Buy
81,566
+9,426
+13% +$2.15M 1.14% 9
2024
Q2
$14.3M Buy
72,140
+13,872
+24% +$2.42M 0.88% 12
2024
Q1
$10.2M Buy
58,268
+2,433
+4% +$475K 0.76% 14
2023
Q4
$13.9M Buy
55,835
+7,250
+15% +$1.72M 1.24% 8
2023
Q3
$12.2M Buy
48,585
+3,071
+7% +$789K 1.39% 8
2023
Q2
$11.9M Sell
45,514
-604
-1% -$121K 1.33% 6
2023
Q1
$9.57M Sell
46,118
-197
-0.4% -$34.4K 1.14% 7
2022
Q4
$5.71M Buy
46,315
+4,505
+11% +$853K 0.76% 16
2022
Q3
$11.1M Sell
41,810
-181
-0.4% -$50.5K 1.62% 5
2022
Q2
$9.43M Buy
41,991
+1,872
+5% +$511K 1.31% 5
2022
Q1
$14.4M Buy
40,119
+2,088
+5% +$650K 1.75% 5
2021
Q4
$13.4M Buy
38,031
+705
+2% +$236K 1.74% 5
2021
Q3
$9.65M Buy
37,326
+351
+0.9% +$82.6K 1.37% 6
2021
Q2
$8.38M Buy
36,975
+13,518
+58% +$2.93M 1.25% 7
2021
Q1
$5.22M Buy
23,457
+10,959
+88% +$2.75M 1.39% 7
2020
Q4
$2.94M Buy
+12,498
New +$2.13M 0.79% 11

Other funds holding TSLA

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

First Trust Direct Indexing sold out of Tesla (TSLA) in Q4 2024, closing a stake of 81,566 shares — an estimated $21.3M sold.

First Trust Direct Indexing first reported a position in TSLA in Q4 2020 and held it in 16 quarters. The position peaked at $21.3M in Q3 2024. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Tesla position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 81,566 Tesla shares in Q4 2024, an estimated $21.3M.
  • First Trust Direct Indexing first reported a position in Tesla in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Tesla position peaked at $21.3M in Q3 2024.
  • 3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

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