FTDI
AAMI

First Trust Direct Indexing’s Acadian Asset Management AAMI Stock Holding History

First Trust Direct Indexing’s Portfolio AAMI Stock Details AAMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-211
Closed -$4K – 1023
2020
Q4 		$4K Buy
+211
New +$3.55K ﹤0.01% 1060

Other funds holding AAMI

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

First Trust Direct Indexing's AAMI Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Acadian Asset Management (AAMI) in Q1 2021, closing a stake of 211 shares — an estimated $4K sold.

First Trust Direct Indexing first reported a position in AAMI in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 169 funds tracked by Wall St. Rank hold AAMI as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Acadian Asset Management position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 211 Acadian Asset Management shares in Q1 2021, an estimated $4K.
  • First Trust Direct Indexing first reported a position in Acadian Asset Management in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Acadian Asset Management position peaked at $4K in Q4 2020.
  • 169 funds tracked by Wall St. Rank held Acadian Asset Management as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.