First Trust Capital Management’s Waddell & Reed Financial, Inc. WDR Stock Holding History

First Trust Capital Management’s Portfolio WDR Stock Details WDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-15,837	Closed	-$397K	–	273
2021 Q1	$397K	Buy	15,837 +210	+1%	+$5.27K	0.08%	187
2020 Q4	$398K	Buy	+15,627	New	+$301K	0.11%	118

Other funds holding WDR

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

First Trust Capital Management's WDR Position: Q2 2021 in Review

First Trust Capital Management sold out of Waddell & Reed Financial, Inc. (WDR) in Q2 2021, closing a stake of 15,837 shares — an estimated $397K sold.

First Trust Capital Management first reported a position in WDR in Q4 2020 and held it in 2 quarters. The position peaked at $398K in Q4 2020. 1 fund tracked by Wall St. Rank holds WDR as of Q2 2021.

First Trust Capital Management reported no remaining Waddell & Reed Financial, Inc. position as of Q2 2021 after selling out during the quarter.
First Trust Capital Management sold 15,837 Waddell & Reed Financial, Inc. shares in Q2 2021, an estimated $397K.
First Trust Capital Management first reported a position in Waddell & Reed Financial, Inc. in Q4 2020 and held it in 2 quarters.
First Trust Capital Management's Waddell & Reed Financial, Inc. position peaked at $398K in Q4 2020.
1 fund tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q2 2021.

Based on First Trust Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.