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First Trust Direct Indexing’s Establishment Labs ESTA Stock Holding History

First Trust Direct Indexing’s Portfolio ESTA Stock Details ESTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-206
Closed -$8K – 575
2020
Q4 		$8K Buy
+206
New +$5.43K ﹤0.01% 950

Other funds holding ESTA

JAM
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RI
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NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Establishment Labs (ESTA) in Q1 2021, closing a stake of 206 shares — an estimated $8K sold.

First Trust Direct Indexing first reported a position in ESTA in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 68 funds tracked by Wall St. Rank hold ESTA as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Establishment Labs position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 206 Establishment Labs shares in Q1 2021, an estimated $8K.
  • First Trust Direct Indexing first reported a position in Establishment Labs in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Establishment Labs position peaked at $8K in Q4 2020.
  • 68 funds tracked by Wall St. Rank held Establishment Labs as of Q1 2021.

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