FTDI
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First Trust Direct Indexing’s Independent Bank INDB Stock Holding History

First Trust Direct Indexing’s Portfolio INDB Stock Details INDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,138
Closed -$83K – 672
2020
Q4 		$83K Buy
+1,138
New +$73.9K 0.02% 575

Other funds holding INDB

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Independent Bank (INDB) in Q1 2021, closing a stake of 1,138 shares — an estimated $83K sold.

First Trust Direct Indexing first reported a position in INDB in Q4 2020 and held it in 1 quarter. The position peaked at $83K in Q4 2020. 201 funds tracked by Wall St. Rank hold INDB as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Independent Bank position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,138 Independent Bank shares in Q1 2021, an estimated $83K.
  • First Trust Direct Indexing first reported a position in Independent Bank in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Independent Bank position peaked at $83K in Q4 2020.
  • 201 funds tracked by Wall St. Rank held Independent Bank as of Q1 2021.

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