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First Trust Direct Indexing’s Maximus MMS Stock Holding History

First Trust Direct Indexing’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-68
Closed -$5K – 749
2020
Q4 		$5K Buy
+68
New +$4.82K ﹤0.01% 1022

Other funds holding MMS

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Maximus (MMS) in Q1 2021, closing a stake of 68 shares — an estimated $5K sold.

First Trust Direct Indexing first reported a position in MMS in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 324 funds tracked by Wall St. Rank hold MMS as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Maximus position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 68 Maximus shares in Q1 2021, an estimated $5K.
  • First Trust Direct Indexing first reported a position in Maximus in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Maximus position peaked at $5K in Q4 2020.
  • 324 funds tracked by Wall St. Rank held Maximus as of Q1 2021.

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