First Trust Direct Indexing’s Freedom Holding FRHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-7,067	Closed	-$460K	–	663
2021 Q2	$460K	Buy	+7,067	New	+$374K	0.07%	343
2021 Q1	–	Sell	-378	Closed	-$19K	–	605
2020 Q4	$19K	Buy	+378	New	+$13.3K	0.01%	860

Other funds holding FRHC

VCM

Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Direct Indexing's FRHC Position: Q3 2021 in Review

First Trust Direct Indexing sold out of Freedom Holding (FRHC) in Q3 2021, closing a stake of 7,067 shares — an estimated $460K sold.

First Trust Direct Indexing first reported a position in FRHC in Q4 2020 and held it in 2 quarters. The position peaked at $460K in Q2 2021. 55 funds tracked by Wall St. Rank hold FRHC as of Q3 2021.

First Trust Direct Indexing reported no remaining Freedom Holding position as of Q3 2021 after selling out during the quarter.
First Trust Direct Indexing sold 7,067 Freedom Holding shares in Q3 2021, an estimated $460K.
First Trust Direct Indexing first reported a position in Freedom Holding in Q4 2020 and held it in 2 quarters.
First Trust Direct Indexing's Freedom Holding position peaked at $460K in Q2 2021.
55 funds tracked by Wall St. Rank held Freedom Holding as of Q3 2021.

Based on First Trust Direct Indexing's 13F filing for Q3 2021, filed 8 Oct 2021.