FTDI
LOCO icon

First Trust Direct Indexing’s El Pollo Loco LOCO Stock Holding History

First Trust Direct Indexing’s Portfolio LOCO Stock Details LOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-176
Closed -$3K – 722
2020
Q4 		$3K Buy
+176
New +$2.96K ﹤0.01% 1072

Other funds holding LOCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

First Trust Direct Indexing sold out of El Pollo Loco (LOCO) in Q1 2021, closing a stake of 176 shares — an estimated $3K sold.

First Trust Direct Indexing first reported a position in LOCO in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 112 funds tracked by Wall St. Rank hold LOCO as of Q1 2021.

  • First Trust Direct Indexing reported no remaining El Pollo Loco position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 176 El Pollo Loco shares in Q1 2021, an estimated $3K.
  • First Trust Direct Indexing first reported a position in El Pollo Loco in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's El Pollo Loco position peaked at $3K in Q4 2020.
  • 112 funds tracked by Wall St. Rank held El Pollo Loco as of Q1 2021.

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