FTDI
ESGR

First Trust Direct Indexing’s Enstar Group ESGR Stock Holding History

First Trust Direct Indexing’s Portfolio ESGR Stock Details ESGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-30
Closed -$6K – 573
2020
Q4 		$6K Buy
+30
New +$5.66K ﹤0.01% 991

Other funds holding ESGR

HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
SPC
Stone Point Capital Greenwich, Connecticut $21.7M AUM 48.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Enstar Group (ESGR) in Q1 2021, closing a stake of 30 shares — an estimated $6K sold.

First Trust Direct Indexing first reported a position in ESGR in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 180 funds tracked by Wall St. Rank hold ESGR as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Enstar Group position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 30 Enstar Group shares in Q1 2021, an estimated $6K.
  • First Trust Direct Indexing first reported a position in Enstar Group in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Enstar Group position peaked at $6K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held Enstar Group as of Q1 2021.

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