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First Trust Direct Indexing’s NexPoint Residential Trust NXRT Stock Holding History

First Trust Direct Indexing’s Portfolio NXRT Stock Details NXRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,040
Closed -$44K – 790
2020
Q4 		$44K Buy
+1,040
New +$45.5K 0.01% 783

Other funds holding NXRT

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

First Trust Direct Indexing sold out of NexPoint Residential Trust (NXRT) in Q1 2021, closing a stake of 1,040 shares — an estimated $44K sold.

First Trust Direct Indexing first reported a position in NXRT in Q4 2020 and held it in 1 quarter. The position peaked at $44K in Q4 2020. 189 funds tracked by Wall St. Rank hold NXRT as of Q1 2021.

  • First Trust Direct Indexing reported no remaining NexPoint Residential Trust position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,040 NexPoint Residential Trust shares in Q1 2021, an estimated $44K.
  • First Trust Direct Indexing first reported a position in NexPoint Residential Trust in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's NexPoint Residential Trust position peaked at $44K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q1 2021.

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