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First Trust Direct Indexing’s Warrior Met Coal HCC Stock Holding History

First Trust Direct Indexing’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,167
Closed -$46K – 643
2020
Q4 		$46K Buy
+2,167
New +$38.1K 0.01% 770

Other funds holding HCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Warrior Met Coal (HCC) in Q1 2021, closing a stake of 2,167 shares — an estimated $46K sold.

First Trust Direct Indexing first reported a position in HCC in Q4 2020 and held it in 1 quarter. The position peaked at $46K in Q4 2020. 147 funds tracked by Wall St. Rank hold HCC as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Warrior Met Coal position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,167 Warrior Met Coal shares in Q1 2021, an estimated $46K.
  • First Trust Direct Indexing first reported a position in Warrior Met Coal in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Warrior Met Coal position peaked at $46K in Q4 2020.
  • 147 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2021.

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