FTDI
ACH

First Trust Direct Indexing’s Accendra Health ACH Stock Holding History

First Trust Direct Indexing’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,645
Closed -$72K – 798
2020
Q4 		$72K Buy
+2,645
New +$68K 0.02% 627

Other funds holding ACH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Accendra Health (ACH) in Q1 2021, closing a stake of 2,645 shares — an estimated $72K sold.

First Trust Direct Indexing first reported a position in ACH in Q4 2020 and held it in 1 quarter. The position peaked at $72K in Q4 2020. 253 funds tracked by Wall St. Rank hold ACH as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Accendra Health position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,645 Accendra Health shares in Q1 2021, an estimated $72K.
  • First Trust Direct Indexing first reported a position in Accendra Health in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Accendra Health position peaked at $72K in Q4 2020.
  • 253 funds tracked by Wall St. Rank held Accendra Health as of Q1 2021.

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