FTDI
SFBS

First Trust Direct Indexing’s ServisFirst Bancshares SFBS Stock Holding History

First Trust Direct Indexing’s Portfolio SFBS Stock Details SFBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-332
Closed -$13K – 888
2020
Q4 		$13K Buy
+332
New +$12.9K ﹤0.01% 900

Other funds holding SFBS

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
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

First Trust Direct Indexing sold out of ServisFirst Bancshares (SFBS) in Q1 2021, closing a stake of 332 shares — an estimated $13K sold.

First Trust Direct Indexing first reported a position in SFBS in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 192 funds tracked by Wall St. Rank hold SFBS as of Q1 2021.

  • First Trust Direct Indexing reported no remaining ServisFirst Bancshares position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 332 ServisFirst Bancshares shares in Q1 2021, an estimated $13K.
  • First Trust Direct Indexing first reported a position in ServisFirst Bancshares in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's ServisFirst Bancshares position peaked at $13K in Q4 2020.
  • 192 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2021.

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