FTDI
BIG

First Trust Direct Indexing’s Big Lots, Inc. BIG Stock Holding History

First Trust Direct Indexing’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,397
Closed -$60K – 1034
2020
Q4 		$60K Buy
+1,397
New +$67.9K 0.02% 705

Other funds holding BIG

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Big Lots, Inc. (BIG) in Q1 2021, closing a stake of 1,397 shares — an estimated $60K sold.

First Trust Direct Indexing first reported a position in BIG in Q4 2020 and held it in 1 quarter. The position peaked at $60K in Q4 2020. 282 funds tracked by Wall St. Rank hold BIG as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Big Lots, Inc. position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,397 Big Lots, Inc. shares in Q1 2021, an estimated $60K.
  • First Trust Direct Indexing first reported a position in Big Lots, Inc. in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Big Lots, Inc. position peaked at $60K in Q4 2020.
  • 282 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q1 2021.

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