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First Trust Direct Indexing’s Cavco Industries CVCO Stock Holding History

First Trust Direct Indexing’s Portfolio CVCO Stock Details CVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-283
Closed -$50K – 528
2020
Q4 		$50K Buy
+283
New +$52.5K 0.01% 758

Other funds holding CVCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Cavco Industries (CVCO) in Q1 2021, closing a stake of 283 shares — an estimated $50K sold.

First Trust Direct Indexing first reported a position in CVCO in Q4 2020 and held it in 1 quarter. The position peaked at $50K in Q4 2020. 189 funds tracked by Wall St. Rank hold CVCO as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Cavco Industries position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 283 Cavco Industries shares in Q1 2021, an estimated $50K.
  • First Trust Direct Indexing first reported a position in Cavco Industries in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Cavco Industries position peaked at $50K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held Cavco Industries as of Q1 2021.

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