FTDI
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First Trust Direct Indexing’s Tradeweb Markets TW Stock Holding History

First Trust Direct Indexing’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,671
Closed -$207K – 859
2024
Q3 		$207K Buy
+1,671
New +$189K 0.01% 906

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

First Trust Direct Indexing sold out of Tradeweb Markets (TW) in Q4 2024, closing a stake of 1,671 shares — an estimated $207K sold.

First Trust Direct Indexing first reported a position in TW in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 532 funds tracked by Wall St. Rank hold TW as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Tradeweb Markets position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,671 Tradeweb Markets shares in Q4 2024, an estimated $207K.
  • First Trust Direct Indexing first reported a position in Tradeweb Markets in Q3 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's Tradeweb Markets position peaked at $207K in Q3 2024.
  • 532 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2024.

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