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First Trust Direct Indexing’s Orthofix Medical OFIX Stock Holding History

First Trust Direct Indexing’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-180
Closed -$8K – 793
2020
Q4 		$8K Buy
+180
New +$6.58K ﹤0.01% 957

Other funds holding OFIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Orthofix Medical (OFIX) in Q1 2021, closing a stake of 180 shares — an estimated $8K sold.

First Trust Direct Indexing first reported a position in OFIX in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 140 funds tracked by Wall St. Rank hold OFIX as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Orthofix Medical position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 180 Orthofix Medical shares in Q1 2021, an estimated $8K.
  • First Trust Direct Indexing first reported a position in Orthofix Medical in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Orthofix Medical position peaked at $8K in Q4 2020.
  • 140 funds tracked by Wall St. Rank held Orthofix Medical as of Q1 2021.

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