FTDI
CHCT

First Trust Direct Indexing’s Community Healthcare Trust CHCT Stock Holding History

First Trust Direct Indexing’s Portfolio CHCT Stock Details CHCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-868
Closed -$41K – 497
2020
Q4 		$41K Buy
+868
New +$41.3K 0.01% 795

Other funds holding CHCT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Community Healthcare Trust (CHCT) in Q1 2021, closing a stake of 868 shares — an estimated $41K sold.

First Trust Direct Indexing first reported a position in CHCT in Q4 2020 and held it in 1 quarter. The position peaked at $41K in Q4 2020. 192 funds tracked by Wall St. Rank hold CHCT as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Community Healthcare Trust position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 868 Community Healthcare Trust shares in Q1 2021, an estimated $41K.
  • First Trust Direct Indexing first reported a position in Community Healthcare Trust in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Community Healthcare Trust position peaked at $41K in Q4 2020.
  • 192 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q1 2021.

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