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First Trust Direct Indexing’s Addus HomeCare ADUS Stock Holding History

First Trust Direct Indexing’s Portfolio ADUS Stock Details ADUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-545
Closed -$64K – 402
2020
Q4 		$64K Buy
+545
New +$56.3K 0.02% 667

Other funds holding ADUS

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Addus HomeCare (ADUS) in Q1 2021, closing a stake of 545 shares — an estimated $64K sold.

First Trust Direct Indexing first reported a position in ADUS in Q4 2020 and held it in 1 quarter. The position peaked at $64K in Q4 2020. 192 funds tracked by Wall St. Rank hold ADUS as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Addus HomeCare position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 545 Addus HomeCare shares in Q1 2021, an estimated $64K.
  • First Trust Direct Indexing first reported a position in Addus HomeCare in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Addus HomeCare position peaked at $64K in Q4 2020.
  • 192 funds tracked by Wall St. Rank held Addus HomeCare as of Q1 2021.

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