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Disclosery

First Trust Direct Indexing L.P.: BX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Trust Direct Indexing L.P. on BX, newest first. How the timeline and the estimate are built.

First Trust Direct Indexing L.P. held 0 BX shares at 2024-12-31 per its 13F-HR filed 2025-01-23.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -17,563 shares

    13F-HR 0001085146-25-000424 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 17,563 shares
    Change vs previous 13F +3,745 shares

    0.14% of the 13F portfolio, value $2,689,485.

    13F-HR 0001085146-24-005169 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 13,818 shares
    Change vs previous 13F +2,032 shares

    0.11% of the 13F portfolio, value $1,710,687.

    13F-HR 0001085146-24-003475 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 11,786 shares
    Change vs previous 13F +2,858 shares

    0.12% of the 13F portfolio, value $1,548,274.

    13F-HR 0001085146-24-001933 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 8,928 shares
    Change vs previous 13F +2,494 shares

    0.1% of the 13F portfolio, value $1,168,790.

    13F-HR 0001085146-24-000750 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 6,434 shares
    Change vs previous 13F +829 shares

    0.08% of the 13F portfolio, value $689,378.

    13F-HR 0001085146-23-003973 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 5,605 shares
    Change vs previous 13F -288 shares

    0.06% of the 13F portfolio, value $521,128.

    13F-HR 0001085146-23-002686 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 5,893 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $517,641.

    13F-HR 0001085146-23-001899 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).