First Trust Direct Indexing’s iRobot IRBT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-906	Closed	-$73K	–	682
2020 Q4	$73K	Buy	+906	New	+$73.7K	0.02%	619

Other funds holding IRBT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

First Trust Direct Indexing sold out of iRobot (IRBT) in Q1 2021, closing a stake of 906 shares — an estimated $73K sold.

First Trust Direct Indexing first reported a position in IRBT in Q4 2020 and held it in 1 quarter. The position peaked at $73K in Q4 2020. 298 funds tracked by Wall St. Rank hold IRBT as of Q1 2021.

First Trust Direct Indexing reported no remaining iRobot position as of Q1 2021 after selling out during the quarter.
First Trust Direct Indexing sold 906 iRobot shares in Q1 2021, an estimated $73K.
First Trust Direct Indexing first reported a position in iRobot in Q4 2020 and held it in 1 quarter.
First Trust Direct Indexing's iRobot position peaked at $73K in Q4 2020.
298 funds tracked by Wall St. Rank held iRobot as of Q1 2021.

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