First Trust Direct Indexing’s New Oriental EDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,081	Closed	-$23K	–	682
2021 Q4	$23K	Buy	+1,081	New	+$23.3K	﹤0.01%	663
2021 Q3	–	Sell	-1,227	Closed	-$100K	–	658
2021 Q2	$100K	Buy	+1,227	New	+$149K	0.01%	576
2021 Q1	–	Sell	-906	Closed	-$168K	–	558
2020 Q4	$168K	Buy	+906	New	+$152K	0.05%	384

Other funds holding EDU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

First Trust Direct Indexing's EDU Position: Q1 2022 in Review

First Trust Direct Indexing sold out of New Oriental (EDU) in Q1 2022, closing a stake of 1,081 shares — an estimated $23K sold.

First Trust Direct Indexing first reported a position in EDU in Q4 2020 and held it in 3 quarters. The position peaked at $168K in Q4 2020. 194 funds tracked by Wall St. Rank hold EDU as of Q1 2022.

First Trust Direct Indexing reported no remaining New Oriental position as of Q1 2022 after selling out during the quarter.
First Trust Direct Indexing sold 1,081 New Oriental shares in Q1 2022, an estimated $23K.
First Trust Direct Indexing first reported a position in New Oriental in Q4 2020 and held it in 3 quarters.
First Trust Direct Indexing's New Oriental position peaked at $168K in Q4 2020.
194 funds tracked by Wall St. Rank held New Oriental as of Q1 2022.

Based on First Trust Direct Indexing's 13F filing for Q1 2022, filed 11 Apr 2022.