FTDI
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First Trust Direct Indexing’s First Hawaiian FHB Stock Holding History

First Trust Direct Indexing’s Portfolio FHB Stock Details FHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,818
Closed -$90K – 593
2020
Q4 		$90K Buy
+3,818
New +$76.3K 0.02% 544

Other funds holding FHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

First Trust Direct Indexing sold out of First Hawaiian (FHB) in Q1 2021, closing a stake of 3,818 shares — an estimated $90K sold.

First Trust Direct Indexing first reported a position in FHB in Q4 2020 and held it in 1 quarter. The position peaked at $90K in Q4 2020. 245 funds tracked by Wall St. Rank hold FHB as of Q1 2021.

  • First Trust Direct Indexing reported no remaining First Hawaiian position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,818 First Hawaiian shares in Q1 2021, an estimated $90K.
  • First Trust Direct Indexing first reported a position in First Hawaiian in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's First Hawaiian position peaked at $90K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2021.

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