FTDI
HTLD icon

First Trust Direct Indexing’s Heartland Express HTLD Stock Holding History

First Trust Direct Indexing’s Portfolio HTLD Stock Details HTLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-133
Closed -$2K – 661
2020
Q4 		$2K Buy
+133
New +$2.51K ﹤0.01% 1097

Other funds holding HTLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Heartland Express (HTLD) in Q1 2021, closing a stake of 133 shares — an estimated $2K sold.

First Trust Direct Indexing first reported a position in HTLD in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 169 funds tracked by Wall St. Rank hold HTLD as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Heartland Express position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 133 Heartland Express shares in Q1 2021, an estimated $2K.
  • First Trust Direct Indexing first reported a position in Heartland Express in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Heartland Express position peaked at $2K in Q4 2020.
  • 169 funds tracked by Wall St. Rank held Heartland Express as of Q1 2021.

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