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First Trust Direct Indexing’s Employers Holdings EIG Stock Holding History

First Trust Direct Indexing’s Portfolio EIG Stock Details EIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,614
Closed -$52K – 563
2020
Q4 		$52K Buy
+1,614
New +$52.1K 0.01% 753

Other funds holding EIG

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 EIG Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Employers Holdings (EIG) in Q1 2021, closing a stake of 1,614 shares — an estimated $52K sold.

First Trust Direct Indexing first reported a position in EIG in Q4 2020 and held it in 1 quarter. The position peaked at $52K in Q4 2020. 156 funds tracked by Wall St. Rank hold EIG as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Employers Holdings position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,614 Employers Holdings shares in Q1 2021, an estimated $52K.
  • First Trust Direct Indexing first reported a position in Employers Holdings in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Employers Holdings position peaked at $52K in Q4 2020.
  • 156 funds tracked by Wall St. Rank held Employers Holdings as of Q1 2021.

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