FTDI
DMC

First Trust Direct Indexing’s Del Monte Corp DMC Stock Holding History

First Trust Direct Indexing’s Portfolio DMC Stock Details DMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-244
Closed -$6K – 587
2020
Q4 		$6K Buy
+244
New +$5.89K ﹤0.01% 992

Other funds holding DMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Del Monte Corp (DMC) in Q1 2021, closing a stake of 244 shares — an estimated $6K sold.

First Trust Direct Indexing first reported a position in DMC in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 145 funds tracked by Wall St. Rank hold DMC as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Del Monte Corp position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 244 Del Monte Corp shares in Q1 2021, an estimated $6K.
  • First Trust Direct Indexing first reported a position in Del Monte Corp in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Del Monte Corp position peaked at $6K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Del Monte Corp as of Q1 2021.

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