First Trust Direct Indexing’s HUB Group HUBG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-2,410	Closed	-$69K	–	662
2020 Q4	$69K	Buy	+2,410	New	+$65.2K	0.02%	642

Other funds holding HUBG

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

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

First Trust Direct Indexing sold out of HUB Group (HUBG) in Q1 2021, closing a stake of 2,410 shares — an estimated $69K sold.

First Trust Direct Indexing first reported a position in HUBG in Q4 2020 and held it in 1 quarter. The position peaked at $69K in Q4 2020. 210 funds tracked by Wall St. Rank hold HUBG as of Q1 2021.

First Trust Direct Indexing reported no remaining HUB Group position as of Q1 2021 after selling out during the quarter.
First Trust Direct Indexing sold 2,410 HUB Group shares in Q1 2021, an estimated $69K.
First Trust Direct Indexing first reported a position in HUB Group in Q4 2020 and held it in 1 quarter.
First Trust Direct Indexing's HUB Group position peaked at $69K in Q4 2020.
210 funds tracked by Wall St. Rank held HUB Group as of Q1 2021.

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