First Trust Direct Indexing’s Western Digital WDC Stock Holding History

First Trust Direct Indexing’s Portfolio WDC Stock Details WDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,313	Closed	-$636K	–	922
2024 Q3	$636K	Buy	12,313 +2,007	+19%	+$101K	0.03%	474
2024 Q2	$590K	Buy	10,306 +2,781	+37%	+$154K	0.04%	457
2024 Q1	$388K	Buy	7,525 +975	+15%	+$42.7K	0.03%	543
2023 Q4	$259K	Buy	+6,550	New	+$229K	0.02%	624
2021 Q1	–	Sell	-635	Closed	-$27K	–	992
2020 Q4	$27K	Buy	+635	New	+$21.1K	0.01%	845

Other funds holding WDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Western Digital (WDC) in Q4 2024, closing a stake of 12,313 shares — an estimated $636K sold.

First Trust Direct Indexing first reported a position in WDC in Q4 2020 and held it in 5 quarters. The position peaked at $636K in Q3 2024. 712 funds tracked by Wall St. Rank hold WDC as of Q4 2024.

First Trust Direct Indexing reported no remaining Western Digital position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 12,313 Western Digital shares in Q4 2024, an estimated $636K.
First Trust Direct Indexing first reported a position in Western Digital in Q4 2020 and held it in 5 quarters.
First Trust Direct Indexing's Western Digital position peaked at $636K in Q3 2024.
712 funds tracked by Wall St. Rank held Western Digital as of Q4 2024.

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