First Trust Direct Indexing’s Select Medical SEM Stock Holding History

First Trust Direct Indexing’s Portfolio SEM Stock Details SEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-9,538	Closed	-$217K	–	681
2021 Q2	$217K	Buy	+9,538	New	+$198K	0.03%	538
2021 Q1	–	Sell	-8,049	Closed	-$120K	–	886
2020 Q4	$120K	Buy	+8,049	New	+$105K	0.03%	450

Other funds holding SEM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Trust Direct Indexing's SEM Position: Q3 2021 in Review

First Trust Direct Indexing sold out of Select Medical (SEM) in Q3 2021, closing a stake of 9,538 shares — an estimated $217K sold.

First Trust Direct Indexing first reported a position in SEM in Q4 2020 and held it in 2 quarters. The position peaked at $217K in Q2 2021. 252 funds tracked by Wall St. Rank hold SEM as of Q3 2021.

First Trust Direct Indexing reported no remaining Select Medical position as of Q3 2021 after selling out during the quarter.
First Trust Direct Indexing sold 9,538 Select Medical shares in Q3 2021, an estimated $217K.
First Trust Direct Indexing first reported a position in Select Medical in Q4 2020 and held it in 2 quarters.
First Trust Direct Indexing's Select Medical position peaked at $217K in Q2 2021.
252 funds tracked by Wall St. Rank held Select Medical as of Q3 2021.

Based on First Trust Direct Indexing's 13F filing for Q3 2021, filed 8 Oct 2021.