FTDI
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First Trust Direct Indexing’s Oxford Industries OXM Stock Holding History

First Trust Direct Indexing’s Portfolio OXM Stock Details OXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-911
Closed -$60K – 807
2020
Q4 		$60K Buy
+911
New +$47.1K 0.02% 701

Other funds holding OXM

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Oxford Industries (OXM) in Q1 2021, closing a stake of 911 shares — an estimated $60K sold.

First Trust Direct Indexing first reported a position in OXM in Q4 2020 and held it in 1 quarter. The position peaked at $60K in Q4 2020. 145 funds tracked by Wall St. Rank hold OXM as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Oxford Industries position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 911 Oxford Industries shares in Q1 2021, an estimated $60K.
  • First Trust Direct Indexing first reported a position in Oxford Industries in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Oxford Industries position peaked at $60K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Oxford Industries as of Q1 2021.

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