FTDI
OPI

First Trust Direct Indexing’s Office Properties Income Trust OPI Stock Holding History

First Trust Direct Indexing’s Portfolio OPI Stock Details OPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,845
Closed -$42K – 802
2020
Q4 		$42K Buy
+1,845
New +$40.3K 0.01% 791

Other funds holding OPI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

First Trust Direct Indexing sold out of Office Properties Income Trust (OPI) in Q1 2021, closing a stake of 1,845 shares — an estimated $42K sold.

First Trust Direct Indexing first reported a position in OPI in Q4 2020 and held it in 1 quarter. The position peaked at $42K in Q4 2020. 191 funds tracked by Wall St. Rank hold OPI as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Office Properties Income Trust position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,845 Office Properties Income Trust shares in Q1 2021, an estimated $42K.
  • First Trust Direct Indexing first reported a position in Office Properties Income Trust in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Office Properties Income Trust position peaked at $42K in Q4 2020.
  • 191 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q1 2021.

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