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First Trust Direct Indexing’s MarineMax HZO Stock Holding History

First Trust Direct Indexing’s Portfolio HZO Stock Details HZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-453
Closed -$16K – 665
2020
Q4 		$16K Buy
+453
New +$14.2K ﹤0.01% 875

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

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

First Trust Direct Indexing sold out of MarineMax (HZO) in Q1 2021, closing a stake of 453 shares — an estimated $16K sold.

First Trust Direct Indexing first reported a position in HZO in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 213 funds tracked by Wall St. Rank hold HZO as of Q1 2021.

  • First Trust Direct Indexing reported no remaining MarineMax position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 453 MarineMax shares in Q1 2021, an estimated $16K.
  • First Trust Direct Indexing first reported a position in MarineMax in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's MarineMax position peaked at $16K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held MarineMax as of Q1 2021.

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