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First Trust Direct Indexing’s Marcus & Millichap MMI Stock Holding History

First Trust Direct Indexing’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-59
Closed -$2K – 748
2020
Q4 		$2K Buy
+59
New +$2K ﹤0.01% 1102

Other funds holding MMI

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
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Marcus & Millichap (MMI) in Q1 2021, closing a stake of 59 shares — an estimated $2K sold.

First Trust Direct Indexing first reported a position in MMI in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 152 funds tracked by Wall St. Rank hold MMI as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Marcus & Millichap position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 59 Marcus & Millichap shares in Q1 2021, an estimated $2K.
  • First Trust Direct Indexing first reported a position in Marcus & Millichap in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Marcus & Millichap position peaked at $2K in Q4 2020.
  • 152 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2021.

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