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First Trust Direct Indexing’s HealthStream HSTM Stock Holding History

First Trust Direct Indexing’s Portfolio HSTM Stock Details HSTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-458
Closed -$10K – 660
2020
Q4 		$10K Buy
+458
New +$9.2K ﹤0.01% 924

Other funds holding HSTM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

First Trust Direct Indexing sold out of HealthStream (HSTM) in Q1 2021, closing a stake of 458 shares — an estimated $10K sold.

First Trust Direct Indexing first reported a position in HSTM in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 140 funds tracked by Wall St. Rank hold HSTM as of Q1 2021.

  • First Trust Direct Indexing reported no remaining HealthStream position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 458 HealthStream shares in Q1 2021, an estimated $10K.
  • First Trust Direct Indexing first reported a position in HealthStream in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's HealthStream position peaked at $10K in Q4 2020.
  • 140 funds tracked by Wall St. Rank held HealthStream as of Q1 2021.

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