FTDI
JBTM

First Trust Direct Indexing’s JBT Marel JBTM Stock Holding History

First Trust Direct Indexing’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,064
Closed -$121K – 1024
2020
Q4 		$121K Buy
+1,064
New +$110K 0.03% 449

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

First Trust Direct Indexing sold out of JBT Marel (JBTM) in Q1 2021, closing a stake of 1,064 shares — an estimated $121K sold.

First Trust Direct Indexing first reported a position in JBTM in Q4 2020 and held it in 1 quarter. The position peaked at $121K in Q4 2020. 264 funds tracked by Wall St. Rank hold JBTM as of Q1 2021.

  • First Trust Direct Indexing reported no remaining JBT Marel position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,064 JBT Marel shares in Q1 2021, an estimated $121K.
  • First Trust Direct Indexing first reported a position in JBT Marel in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's JBT Marel position peaked at $121K in Q4 2020.
  • 264 funds tracked by Wall St. Rank held JBT Marel as of Q1 2021.

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