FTDI
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First Trust Direct Indexing’s Axos Financial AX Stock Holding History

First Trust Direct Indexing’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,356
Closed -$88K – 452
2020
Q4 		$88K Buy
+2,356
New +$74.5K 0.02% 555

Other funds holding AX

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Axos Financial (AX) in Q1 2021, closing a stake of 2,356 shares — an estimated $88K sold.

First Trust Direct Indexing first reported a position in AX in Q4 2020 and held it in 1 quarter. The position peaked at $88K in Q4 2020. 234 funds tracked by Wall St. Rank hold AX as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Axos Financial position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,356 Axos Financial shares in Q1 2021, an estimated $88K.
  • First Trust Direct Indexing first reported a position in Axos Financial in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Axos Financial position peaked at $88K in Q4 2020.
  • 234 funds tracked by Wall St. Rank held Axos Financial as of Q1 2021.

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