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First Trust Direct Indexing’s NBT Bancorp NBTB Stock Holding History

First Trust Direct Indexing’s Portfolio NBTB Stock Details NBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,668
Closed -$54K – 767
2020
Q4 		$54K Buy
+1,668
New +$49.9K 0.01% 742

Other funds holding NBTB

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

First Trust Direct Indexing sold out of NBT Bancorp (NBTB) in Q1 2021, closing a stake of 1,668 shares — an estimated $54K sold.

First Trust Direct Indexing first reported a position in NBTB in Q4 2020 and held it in 1 quarter. The position peaked at $54K in Q4 2020. 163 funds tracked by Wall St. Rank hold NBTB as of Q1 2021.

  • First Trust Direct Indexing reported no remaining NBT Bancorp position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,668 NBT Bancorp shares in Q1 2021, an estimated $54K.
  • First Trust Direct Indexing first reported a position in NBT Bancorp in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's NBT Bancorp position peaked at $54K in Q4 2020.
  • 163 funds tracked by Wall St. Rank held NBT Bancorp as of Q1 2021.

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