FTDI
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First Trust Direct Indexing’s Plexus PLXS Stock Holding History

First Trust Direct Indexing’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,002
Closed -$78K – 837
2020
Q4 		$78K Buy
+1,002
New +$74.7K 0.02% 603

Other funds holding PLXS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Plexus (PLXS) in Q1 2021, closing a stake of 1,002 shares — an estimated $78K sold.

First Trust Direct Indexing first reported a position in PLXS in Q4 2020 and held it in 1 quarter. The position peaked at $78K in Q4 2020. 225 funds tracked by Wall St. Rank hold PLXS as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Plexus position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,002 Plexus shares in Q1 2021, an estimated $78K.
  • First Trust Direct Indexing first reported a position in Plexus in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Plexus position peaked at $78K in Q4 2020.
  • 225 funds tracked by Wall St. Rank held Plexus as of Q1 2021.

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