FTDI
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First Trust Direct Indexing’s Enviri NVRI Stock Holding History

First Trust Direct Indexing’s Portfolio NVRI Stock Details NVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,603
Closed -$65K – 784
2020
Q4 		$65K Buy
+3,603
New +$57.9K 0.02% 664

Other funds holding NVRI

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Enviri (NVRI) in Q1 2021, closing a stake of 3,603 shares — an estimated $65K sold.

First Trust Direct Indexing first reported a position in NVRI in Q4 2020 and held it in 1 quarter. The position peaked at $65K in Q4 2020. 179 funds tracked by Wall St. Rank hold NVRI as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Enviri position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,603 Enviri shares in Q1 2021, an estimated $65K.
  • First Trust Direct Indexing first reported a position in Enviri in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Enviri position peaked at $65K in Q4 2020.
  • 179 funds tracked by Wall St. Rank held Enviri as of Q1 2021.

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