FTDI
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First Trust Direct Indexing’s Cal-Maine CALM Stock Holding History

First Trust Direct Indexing’s Portfolio CALM Stock Details CALM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,434
Closed -$54K – 479
2020
Q4 		$54K Buy
+1,434
New +$55.2K 0.01% 741

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Cal-Maine (CALM) in Q1 2021, closing a stake of 1,434 shares — an estimated $54K sold.

First Trust Direct Indexing first reported a position in CALM in Q4 2020 and held it in 1 quarter. The position peaked at $54K in Q4 2020. 211 funds tracked by Wall St. Rank hold CALM as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Cal-Maine position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,434 Cal-Maine shares in Q1 2021, an estimated $54K.
  • First Trust Direct Indexing first reported a position in Cal-Maine in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Cal-Maine position peaked at $54K in Q4 2020.
  • 211 funds tracked by Wall St. Rank held Cal-Maine as of Q1 2021.

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