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First Trust Direct Indexing’s Zions Bancorporation ZION Stock Holding History

First Trust Direct Indexing’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,449
Closed -$399K – 962
2024
Q3 		$399K Sell
8,449
-434
-5% -$20.5K 0.02% 621
2024
Q2 		$385K Sell
8,883
-1,644
-16% -$69.4K 0.02% 573
2024
Q1 		$457K Sell
10,527
-1,407
-12% -$58K 0.03% 488
2023
Q4 		$524K Sell
11,934
-313
-3% -$11.3K 0.05% 436
2023
Q3 		$427K Sell
12,247
-550
-4% -$19.2K 0.05% 434
2023
Q2 		$344K Buy
12,797
+2,897
+29% +$80.4K 0.04% 503
2023
Q1 		$296K Buy
9,900
+5,370
+119% +$246K 0.04% 546
2022
Q4 		$223K Buy
4,530
+209
+5% +$10.5K 0.03% 593
2022
Q3 		$220K Buy
+4,321
New +$236K 0.03% 553
2022
Q2 		– Sell
-3,755
Closed -$246K – 703
2022
Q1 		$246K Buy
3,755
+432
+13% +$29.6K 0.03% 562
2021
Q4 		$210K Sell
3,323
-839
-20% -$53.6K 0.03% 606
2021
Q3 		$258K Buy
+4,162
New +$229K 0.04% 520

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Zions Bancorporation (ZION) in Q4 2024, closing a stake of 8,449 shares — an estimated $399K sold.

First Trust Direct Indexing first reported a position in ZION in Q3 2021 and held it in 12 quarters. The position peaked at $524K in Q4 2023. 473 funds tracked by Wall St. Rank hold ZION as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Zions Bancorporation position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 8,449 Zions Bancorporation shares in Q4 2024, an estimated $399K.
  • First Trust Direct Indexing first reported a position in Zions Bancorporation in Q3 2021 and held it in 12 quarters.
  • First Trust Direct Indexing's Zions Bancorporation position peaked at $524K in Q4 2023.
  • 473 funds tracked by Wall St. Rank held Zions Bancorporation as of Q4 2024.

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