First Trust Direct Indexing’s Exponent EXPO Stock Holding History

First Trust Direct Indexing’s Portfolio EXPO Stock Details EXPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,930	Closed	-$209K	–	661
2022 Q1	$209K	Sell	1,930 -16	-0.8%	-$1.54K	0.03%	617
2021 Q4	$227K	Hold	1,946	–	–	0.03%	573
2021 Q3	$220K	Buy	+1,946	New	+$210K	0.03%	565
2021 Q1	–	Sell	-1,579	Closed	-$142K	–	582
2020 Q4	$142K	Buy	+1,579	New	+$126K	0.04%	413

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

First Trust Direct Indexing's EXPO Position: Q2 2022 in Review

First Trust Direct Indexing sold out of Exponent (EXPO) in Q2 2022, closing a stake of 1,930 shares — an estimated $209K sold.

First Trust Direct Indexing first reported a position in EXPO in Q4 2020 and held it in 4 quarters. The position peaked at $227K in Q4 2021. 349 funds tracked by Wall St. Rank hold EXPO as of Q2 2022.

First Trust Direct Indexing reported no remaining Exponent position as of Q2 2022 after selling out during the quarter.
First Trust Direct Indexing sold 1,930 Exponent shares in Q2 2022, an estimated $209K.
First Trust Direct Indexing first reported a position in Exponent in Q4 2020 and held it in 4 quarters.
First Trust Direct Indexing's Exponent position peaked at $227K in Q4 2021.
349 funds tracked by Wall St. Rank held Exponent as of Q2 2022.

Based on First Trust Direct Indexing's 13F filing for Q2 2022, filed 18 Jul 2022.