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Disclosery

First Trust Direct Indexing L.P.: TSLA 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 TSLA, newest first. How the timeline and the estimate are built.

First Trust Direct Indexing L.P. held 0 TSLA 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 -81,566 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 81,566 shares
    Change vs previous 13F +9,426 shares

    1.14% of the 13F portfolio, value $21,340,059.

    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 72,140 shares
    Change vs previous 13F +13,872 shares

    0.88% of the 13F portfolio, value $14,275,096.

    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 58,268 shares
    Change vs previous 13F +2,433 shares

    0.76% of the 13F portfolio, value $10,242,932.

    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 55,835 shares
    Change vs previous 13F +7,250 shares

    1.24% of the 13F portfolio, value $13,873,881.

    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 48,585 shares
    Change vs previous 13F +3,071 shares

    1.39% of the 13F portfolio, value $12,156,939.

    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 45,514 shares
    Change vs previous 13F -604 shares

    1.33% of the 13F portfolio, value $11,914,200.

    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 46,118 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $9,567,640.

    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).