First Trust Direct Indexing’s Bright Horizons BFAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
– Sell
-78
Closed -$13K – 461
2020
Q4
$13K Buy
+78
New +$12.8K ﹤0.01% 897

Other funds holding BFAM

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

First Trust Direct Indexing sold out of Bright Horizons (BFAM) in Q1 2021, closing a stake of 78 shares — an estimated $13K sold.

First Trust Direct Indexing first reported a position in BFAM in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 346 funds tracked by Wall St. Rank hold BFAM as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Bright Horizons position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 78 Bright Horizons shares in Q1 2021, an estimated $13K.
  • First Trust Direct Indexing first reported a position in Bright Horizons in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Bright Horizons position peaked at $13K in Q4 2020.
  • 346 funds tracked by Wall St. Rank held Bright Horizons as of Q1 2021.

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