First Trust Direct Indexing’s Banco Santander Chile BSAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-35,012	Closed	-$682K	–	819
2023 Q4	$682K	Sell	35,012 -11,059	-24%	-$205K	0.06%	357
2023 Q3	$845K	Sell	46,071 -785	-2%	-$15.1K	0.1%	244
2023 Q2	$883K	Sell	46,856 -14,245	-23%	-$265K	0.1%	244
2023 Q1	$1.09M	Sell	61,101 -22,692	-27%	-$381K	0.13%	184
2022 Q4	$1.33M	Buy	83,793 +3,858	+5%	+$57.5K	0.18%	140
2022 Q3	$1.12M	Sell	79,935 -7,337	-8%	-$114K	0.16%	156
2022 Q2	$1.42M	Buy	87,272 +47,650	+120%	+$926K	0.2%	121
2022 Q1	$895K	Buy	39,622 +2,171	+6%	+$43.4K	0.11%	241
2021 Q4	$610K	Sell	37,451 -142	-0.4%	-$2.55K	0.08%	305
2021 Q3	$743K	Buy	37,593 +338	+0.9%	+$6.65K	0.11%	242
2021 Q2	$740K	Buy	37,255 +24,798	+199%	+$555K	0.11%	240
2021 Q1	$309K	Buy	12,457 +97	+0.8%	+$2.22K	0.08%	301
2020 Q4	$235K	Buy	+12,360	New	+$207K	0.06%	331

Other funds holding BSAC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

INCA Investments Miami, Florida $282M AUM 42.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Banco Santander Chile (BSAC) in Q1 2024, closing a stake of 35,012 shares — an estimated $682K sold.

First Trust Direct Indexing first reported a position in BSAC in Q4 2020 and held it in 13 quarters. The position peaked at $1.42M in Q2 2022. 110 funds tracked by Wall St. Rank hold BSAC as of Q1 2024.

First Trust Direct Indexing reported no remaining Banco Santander Chile position as of Q1 2024 after selling out during the quarter.
First Trust Direct Indexing sold 35,012 Banco Santander Chile shares in Q1 2024, an estimated $682K.
First Trust Direct Indexing first reported a position in Banco Santander Chile in Q4 2020 and held it in 13 quarters.
First Trust Direct Indexing's Banco Santander Chile position peaked at $1.42M in Q2 2022.
110 funds tracked by Wall St. Rank held Banco Santander Chile as of Q1 2024.

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