First Trust Direct Indexing’s Medifast MED Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-398	Closed	-$78K	–	736
2020 Q4	$78K	Buy	+398	New	+$70.3K	0.02%	602

Other funds holding MED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Medifast (MED) in Q1 2021, closing a stake of 398 shares — an estimated $78K sold.

First Trust Direct Indexing first reported a position in MED in Q4 2020 and held it in 1 quarter. The position peaked at $78K in Q4 2020. 277 funds tracked by Wall St. Rank hold MED as of Q1 2021.

First Trust Direct Indexing reported no remaining Medifast position as of Q1 2021 after selling out during the quarter.
First Trust Direct Indexing sold 398 Medifast shares in Q1 2021, an estimated $78K.
First Trust Direct Indexing first reported a position in Medifast in Q4 2020 and held it in 1 quarter.
First Trust Direct Indexing's Medifast position peaked at $78K in Q4 2020.
277 funds tracked by Wall St. Rank held Medifast as of Q1 2021.

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