FTDI
AORT icon

First Trust Direct Indexing’s Artivion AORT Stock Holding History

First Trust Direct Indexing’s Portfolio AORT Stock Details AORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,349
Closed -$55K – 433
2020
Q4 		$55K Buy
+2,349
New +$47.6K 0.01% 734

Other funds holding AORT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Artivion (AORT) in Q1 2021, closing a stake of 2,349 shares — an estimated $55K sold.

First Trust Direct Indexing first reported a position in AORT in Q4 2020 and held it in 1 quarter. The position peaked at $55K in Q4 2020. 124 funds tracked by Wall St. Rank hold AORT as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Artivion position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,349 Artivion shares in Q1 2021, an estimated $55K.
  • First Trust Direct Indexing first reported a position in Artivion in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Artivion position peaked at $55K in Q4 2020.
  • 124 funds tracked by Wall St. Rank held Artivion as of Q1 2021.

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