First Trust Direct Indexing’s LTC Properties LTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,482	Closed	-$58K	–	724
2020 Q4	$58K	Buy	+1,482	New	+$54.5K	0.02%	714

Other funds holding LTC

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

First Trust Direct Indexing sold out of LTC Properties (LTC) in Q1 2021, closing a stake of 1,482 shares — an estimated $58K sold.

First Trust Direct Indexing first reported a position in LTC in Q4 2020 and held it in 1 quarter. The position peaked at $58K in Q4 2020. 221 funds tracked by Wall St. Rank hold LTC as of Q1 2021.

First Trust Direct Indexing reported no remaining LTC Properties position as of Q1 2021 after selling out during the quarter.
First Trust Direct Indexing sold 1,482 LTC Properties shares in Q1 2021, an estimated $58K.
First Trust Direct Indexing first reported a position in LTC Properties in Q4 2020 and held it in 1 quarter.
First Trust Direct Indexing's LTC Properties position peaked at $58K in Q4 2020.
221 funds tracked by Wall St. Rank held LTC Properties as of Q1 2021.

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