FTDI
IBTX

First Trust Direct Indexing’s Independent Bank Group, Inc. IBTX Stock Holding History

First Trust Direct Indexing’s Portfolio IBTX Stock Details IBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-933
Closed -$58K – 1112
2020
Q4 		$58K Buy
+933
New +$51.6K 0.02% 716

Other funds holding IBTX

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Independent Bank Group, Inc. (IBTX) in Q1 2021, closing a stake of 933 shares — an estimated $58K sold.

First Trust Direct Indexing first reported a position in IBTX in Q4 2020 and held it in 1 quarter. The position peaked at $58K in Q4 2020. 188 funds tracked by Wall St. Rank hold IBTX as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Independent Bank Group, Inc. position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 933 Independent Bank Group, Inc. shares in Q1 2021, an estimated $58K.
  • First Trust Direct Indexing first reported a position in Independent Bank Group, Inc. in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Independent Bank Group, Inc. position peaked at $58K in Q4 2020.
  • 188 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2021.

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