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First Trust Direct Indexing’s Preferred Bank PFBC Stock Holding History

First Trust Direct Indexing’s Portfolio PFBC Stock Details PFBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-282
Closed -$14K – 824
2020
Q4 		$14K Buy
+282
New +$11K ﹤0.01% 893

Other funds holding PFBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Preferred Bank (PFBC) in Q1 2021, closing a stake of 282 shares — an estimated $14K sold.

First Trust Direct Indexing first reported a position in PFBC in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 132 funds tracked by Wall St. Rank hold PFBC as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Preferred Bank position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 282 Preferred Bank shares in Q1 2021, an estimated $14K.
  • First Trust Direct Indexing first reported a position in Preferred Bank in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Preferred Bank position peaked at $14K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held Preferred Bank as of Q1 2021.

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