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First Trust Direct Indexing’s Enerpac Tool Group EPAC Stock Holding History

First Trust Direct Indexing’s Portfolio EPAC Stock Details EPAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,752
Closed -$40K – 570
2020
Q4 		$40K Buy
+1,752
New +$36.6K 0.01% 802

Other funds holding EPAC

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T. Rowe Price Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Enerpac Tool Group (EPAC) in Q1 2021, closing a stake of 1,752 shares — an estimated $40K sold.

First Trust Direct Indexing first reported a position in EPAC in Q4 2020 and held it in 1 quarter. The position peaked at $40K in Q4 2020. 143 funds tracked by Wall St. Rank hold EPAC as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Enerpac Tool Group position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,752 Enerpac Tool Group shares in Q1 2021, an estimated $40K.
  • First Trust Direct Indexing first reported a position in Enerpac Tool Group in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Enerpac Tool Group position peaked at $40K in Q4 2020.
  • 143 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2021.

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