First Trust Direct Indexing’s Diana Shipping DSX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-22,597	Closed	-$70.3K	–	707
2022 Q4	$70.3K	Buy	22,597 +505	+2%	+$1.62K	0.01%	672
2022 Q3	$64K	Sell	22,092 -11,238	-34%	-$44.7K	0.01%	638
2022 Q2	$127K	Sell	33,330 -5,022	-13%	-$21.2K	0.02%	605
2022 Q1	$165K	Hold	38,352	–	–	0.02%	639
2021 Q4	$119K	Sell	38,352 -5,420	-12%	-$18.2K	0.02%	637
2021 Q3	$175K	Buy	+43,772	New	+$145K	0.02%	603
2021 Q1	–	Sell	-7,585	Closed	-$10K	–	551
2020 Q4	$10K	Buy	+7,585	New	+$8.57K	﹤0.01%	923

Other funds holding DSX

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Trust Direct Indexing's DSX Position: Q1 2023 in Review

First Trust Direct Indexing sold out of Diana Shipping (DSX) in Q1 2023, closing a stake of 22,597 shares — an estimated $70.3K sold.

First Trust Direct Indexing first reported a position in DSX in Q4 2020 and held it in 7 quarters. The position peaked at $175K in Q3 2021. 69 funds tracked by Wall St. Rank hold DSX as of Q1 2023.

First Trust Direct Indexing reported no remaining Diana Shipping position as of Q1 2023 after selling out during the quarter.
First Trust Direct Indexing sold 22,597 Diana Shipping shares in Q1 2023, an estimated $70.3K.
First Trust Direct Indexing first reported a position in Diana Shipping in Q4 2020 and held it in 7 quarters.
First Trust Direct Indexing's Diana Shipping position peaked at $175K in Q3 2021.
69 funds tracked by Wall St. Rank held Diana Shipping as of Q1 2023.

Based on First Trust Direct Indexing's 13F filing for Q1 2023, filed 27 Apr 2023.