First Trust Direct Indexing’s Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México BSMX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-17,378	Closed	-$118K	–	750
2023 Q1	$118K	Sell	17,378 -1,272	-7%	-$8.21K	0.01%	671
2022 Q4	$112K	Sell	18,650 -99	-0.5%	-$574	0.01%	654
2022 Q3	$96K	Hold	18,749	–	–	0.01%	624
2022 Q2	$95K	Sell	18,749 -370	-2%	-$1.98K	0.01%	624
2022 Q1	$100K	Sell	19,119 -1,446	-7%	-$8K	0.01%	657
2021 Q4	$116K	Sell	20,565 -523	-2%	-$3.08K	0.02%	638
2021 Q3	$121K	Sell	21,088 -1,822	-8%	-$10.7K	0.02%	623
2021 Q2	$144K	Buy	+22,910	New	+$135K	0.02%	569
2021 Q1	–	Sell	-1,272	Closed	-$7K	–	1060
2020 Q4	$7K	Buy	+1,272	New	+$5.75K	﹤0.01%	984

Other funds holding BSMX

Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

First Trust Direct Indexing's BSMX Position: Q2 2023 in Review

First Trust Direct Indexing sold out of Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México (BSMX) in Q2 2023, closing a stake of 17,378 shares — an estimated $118K sold.

First Trust Direct Indexing first reported a position in BSMX in Q4 2020 and held it in 9 quarters. The position peaked at $144K in Q2 2021. 9 funds tracked by Wall St. Rank hold BSMX as of Q2 2023.

First Trust Direct Indexing reported no remaining Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position as of Q2 2023 after selling out during the quarter.
First Trust Direct Indexing sold 17,378 Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México shares in Q2 2023, an estimated $118K.
First Trust Direct Indexing first reported a position in Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México in Q4 2020 and held it in 9 quarters.
First Trust Direct Indexing's Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México position peaked at $144K in Q2 2021.
9 funds tracked by Wall St. Rank held Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México as of Q2 2023.

Based on First Trust Direct Indexing's 13F filing for Q2 2023, filed 14 Jul 2023.