FTDI
MCHB

First Trust Direct Indexing’s Mechanics Bancorp MCHB Stock Holding History

First Trust Direct Indexing’s Portfolio MCHB Stock Details MCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,033
Closed -$35K – 651
2020
Q4 		$35K Buy
+1,033
New +$33.2K 0.01% 819

Other funds holding MCHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Mechanics Bancorp (MCHB) in Q1 2021, closing a stake of 1,033 shares — an estimated $35K sold.

First Trust Direct Indexing first reported a position in MCHB in Q4 2020 and held it in 1 quarter. The position peaked at $35K in Q4 2020. 157 funds tracked by Wall St. Rank hold MCHB as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Mechanics Bancorp position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,033 Mechanics Bancorp shares in Q1 2021, an estimated $35K.
  • First Trust Direct Indexing first reported a position in Mechanics Bancorp in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Mechanics Bancorp position peaked at $35K in Q4 2020.
  • 157 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2021.

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