First Trust Direct Indexing’s Innospec IOSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-892	Closed	-$81K	–	679
2020 Q4	$81K	Buy	+892	New	+$69.2K	0.02%	589

Other funds holding IOSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Innospec (IOSP) in Q1 2021, closing a stake of 892 shares — an estimated $81K sold.

First Trust Direct Indexing first reported a position in IOSP in Q4 2020 and held it in 1 quarter. The position peaked at $81K in Q4 2020. 180 funds tracked by Wall St. Rank hold IOSP as of Q1 2021.

First Trust Direct Indexing reported no remaining Innospec position as of Q1 2021 after selling out during the quarter.
First Trust Direct Indexing sold 892 Innospec shares in Q1 2021, an estimated $81K.
First Trust Direct Indexing first reported a position in Innospec in Q4 2020 and held it in 1 quarter.
First Trust Direct Indexing's Innospec position peaked at $81K in Q4 2020.
180 funds tracked by Wall St. Rank held Innospec as of Q1 2021.

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