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First Trust Direct Indexing’s National Storage Affiliates Trust NSA Stock Holding History

First Trust Direct Indexing’s Portfolio NSA Stock Details NSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,053
Closed -$74K – 777
2020
Q4 		$74K Buy
+2,053
New +$70.9K 0.02% 616

Other funds holding NSA

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

First Trust Direct Indexing sold out of National Storage Affiliates Trust (NSA) in Q1 2021, closing a stake of 2,053 shares — an estimated $74K sold.

First Trust Direct Indexing first reported a position in NSA in Q4 2020 and held it in 1 quarter. The position peaked at $74K in Q4 2020. 229 funds tracked by Wall St. Rank hold NSA as of Q1 2021.

  • First Trust Direct Indexing reported no remaining National Storage Affiliates Trust position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,053 National Storage Affiliates Trust shares in Q1 2021, an estimated $74K.
  • First Trust Direct Indexing first reported a position in National Storage Affiliates Trust in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's National Storage Affiliates Trust position peaked at $74K in Q4 2020.
  • 229 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2021.

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