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First Trust Direct Indexing’s LCI Industries LCII Stock Holding History

First Trust Direct Indexing’s Portfolio LCII Stock Details LCII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-827
Closed -$107K – 715
2020
Q4 		$107K Buy
+827
New +$102K 0.03% 481

Other funds holding LCII

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

First Trust Direct Indexing sold out of LCI Industries (LCII) in Q1 2021, closing a stake of 827 shares — an estimated $107K sold.

First Trust Direct Indexing first reported a position in LCII in Q4 2020 and held it in 1 quarter. The position peaked at $107K in Q4 2020. 265 funds tracked by Wall St. Rank hold LCII as of Q1 2021.

  • First Trust Direct Indexing reported no remaining LCI Industries position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 827 LCI Industries shares in Q1 2021, an estimated $107K.
  • First Trust Direct Indexing first reported a position in LCI Industries in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's LCI Industries position peaked at $107K in Q4 2020.
  • 265 funds tracked by Wall St. Rank held LCI Industries as of Q1 2021.

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