FTDI
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First Trust Direct Indexing’s Elme Communities ELME Stock Holding History

First Trust Direct Indexing’s Portfolio ELME Stock Details ELME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,882
Closed -$62K – 565
2020
Q4 		$62K Buy
+2,882
New +$61.7K 0.02% 684

Other funds holding ELME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Elme Communities (ELME) in Q1 2021, closing a stake of 2,882 shares — an estimated $62K sold.

First Trust Direct Indexing first reported a position in ELME in Q4 2020 and held it in 1 quarter. The position peaked at $62K in Q4 2020. 203 funds tracked by Wall St. Rank hold ELME as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Elme Communities position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,882 Elme Communities shares in Q1 2021, an estimated $62K.
  • First Trust Direct Indexing first reported a position in Elme Communities in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Elme Communities position peaked at $62K in Q4 2020.
  • 203 funds tracked by Wall St. Rank held Elme Communities as of Q1 2021.

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