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First Trust Direct Indexing’s Hope Bancorp HOPE Stock Holding History

First Trust Direct Indexing’s Portfolio HOPE Stock Details HOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7,661
Closed -$84K – 653
2020
Q4 		$84K Buy
+7,661
New +$71.3K 0.02% 571

Other funds holding HOPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Hope Bancorp (HOPE) in Q1 2021, closing a stake of 7,661 shares — an estimated $84K sold.

First Trust Direct Indexing first reported a position in HOPE in Q4 2020 and held it in 1 quarter. The position peaked at $84K in Q4 2020. 195 funds tracked by Wall St. Rank hold HOPE as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Hope Bancorp position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 7,661 Hope Bancorp shares in Q1 2021, an estimated $84K.
  • First Trust Direct Indexing first reported a position in Hope Bancorp in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Hope Bancorp position peaked at $84K in Q4 2020.
  • 195 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2021.

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