FTDI
IMOS

First Trust Direct Indexing’s ChipMOS TECHNOLOGIES IMOS Stock Holding History

First Trust Direct Indexing’s Portfolio IMOS Stock Details IMOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15,877
Closed -$399K – 728
2023
Q1 		$399K Sell
15,877
-1,322
-8% -$30.9K 0.05% 460
2022
Q4 		$369K Sell
17,199
-102
-0.6% -$2.1K 0.05% 460
2022
Q3 		$321K Sell
17,301
-3,227
-16% -$72.8K 0.05% 446
2022
Q2 		$513K Sell
20,528
-4,830
-19% -$157K 0.07% 347
2022
Q1 		$901K Sell
25,358
-174
-0.7% -$6.05K 0.11% 239
2021
Q4 		$897K Buy
25,532
+332
+1% +$11K 0.12% 212
2021
Q3 		$863K Sell
25,200
-2,759
-10% -$107K 0.12% 208
2021
Q2 		$950K Buy
27,959
+17,728
+173% +$584K 0.14% 183
2021
Q1 		$323K Buy
10,231
+31
+0.3% +$829 0.09% 295
2020
Q4 		$248K Buy
+10,200
New +$221K 0.07% 322

Other funds holding IMOS

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
VA
Verdad Advisers Boston, Massachusetts $88.8M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Trust Direct Indexing's IMOS Position: Q2 2023 in Review

First Trust Direct Indexing sold out of ChipMOS TECHNOLOGIES (IMOS) in Q2 2023, closing a stake of 15,877 shares — an estimated $399K sold.

First Trust Direct Indexing first reported a position in IMOS in Q4 2020 and held it in 10 quarters. The position peaked at $950K in Q2 2021. 46 funds tracked by Wall St. Rank hold IMOS as of Q2 2023.

  • First Trust Direct Indexing reported no remaining ChipMOS TECHNOLOGIES position as of Q2 2023 after selling out during the quarter.
  • First Trust Direct Indexing sold 15,877 ChipMOS TECHNOLOGIES shares in Q2 2023, an estimated $399K.
  • First Trust Direct Indexing first reported a position in ChipMOS TECHNOLOGIES in Q4 2020 and held it in 10 quarters.
  • First Trust Direct Indexing's ChipMOS TECHNOLOGIES position peaked at $950K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held ChipMOS TECHNOLOGIES as of Q2 2023.

Based on First Trust Direct Indexing's 13F filing for Q2 2023, filed 14 Jul 2023.