First Trust Direct Indexing’s Banco de Chile BCH Stock Holding History

First Trust Direct Indexing’s Portfolio BCH Stock Details BCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-67,517	Closed	-$1.56M	–	817
2023 Q4	$1.56M	Sell	67,517 -20,214	-23%	-$431K	0.14%	167
2023 Q3	$1.77M	Sell	87,731 -6,692	-7%	-$142K	0.2%	114
2023 Q2	$1.98M	Buy	94,423 +34,274	+57%	+$716K	0.22%	102
2023 Q1	$1.17M	Buy	60,149 +27,520	+84%	+$571K	0.14%	173
2022 Q4	$679K	Buy	+32,629	New	+$611K	0.09%	294
2022 Q2	–	Sell	-69,365	Closed	-$1.49M	–	647
2022 Q1	$1.49M	Buy	69,365 +8,346	+14%	+$169K	0.18%	127
2021 Q4	$959K	Buy	61,019 +12,003	+24%	+$213K	0.12%	196
2021 Q3	$906K	Sell	49,016 -43,999	-47%	-$816K	0.13%	197
2021 Q2	$1.84M	Buy	93,015 +40,777	+78%	+$876K	0.27%	81
2021 Q1	$1.23M	Buy	52,238 +37	+0.1%	+$830	0.33%	72
2020 Q4	$1.06M	Buy	+52,201	New	+$931K	0.29%	70

Other funds holding BCH

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

First Trust Direct Indexing's BCH Position: Q1 2024 in Review

First Trust Direct Indexing sold out of Banco de Chile (BCH) in Q1 2024, closing a stake of 67,517 shares — an estimated $1.56M sold.

First Trust Direct Indexing first reported a position in BCH in Q4 2020 and held it in 11 quarters. The position peaked at $1.98M in Q2 2023. 91 funds tracked by Wall St. Rank hold BCH as of Q1 2024.

First Trust Direct Indexing reported no remaining Banco de Chile position as of Q1 2024 after selling out during the quarter.
First Trust Direct Indexing sold 67,517 Banco de Chile shares in Q1 2024, an estimated $1.56M.
First Trust Direct Indexing first reported a position in Banco de Chile in Q4 2020 and held it in 11 quarters.
First Trust Direct Indexing's Banco de Chile position peaked at $1.98M in Q2 2023.
91 funds tracked by Wall St. Rank held Banco de Chile as of Q1 2024.

Based on First Trust Direct Indexing's 13F filing for Q1 2024, filed 19 Apr 2024.