First Trust Direct Indexing’s Knowles KN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-3,259	Closed	-$60K	–	704
2020 Q4	$60K	Buy	+3,259	New	+$54.5K	0.02%	699

Other funds holding KN

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Knowles (KN) in Q1 2021, closing a stake of 3,259 shares — an estimated $60K sold.

First Trust Direct Indexing first reported a position in KN in Q4 2020 and held it in 1 quarter. The position peaked at $60K in Q4 2020. 227 funds tracked by Wall St. Rank hold KN as of Q1 2021.

First Trust Direct Indexing reported no remaining Knowles position as of Q1 2021 after selling out during the quarter.
First Trust Direct Indexing sold 3,259 Knowles shares in Q1 2021, an estimated $60K.
First Trust Direct Indexing first reported a position in Knowles in Q4 2020 and held it in 1 quarter.
First Trust Direct Indexing's Knowles position peaked at $60K in Q4 2020.
227 funds tracked by Wall St. Rank held Knowles as of Q1 2021.

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