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First Trust Direct Indexing’s Simmons First National SFNC Stock Holding History

First Trust Direct Indexing’s Portfolio SFNC Stock Details SFNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,174
Closed -$90K – 889
2020
Q4 		$90K Buy
+4,174
New +$79.7K 0.02% 547

Other funds holding SFNC

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Simmons First National (SFNC) in Q1 2021, closing a stake of 4,174 shares — an estimated $90K sold.

First Trust Direct Indexing first reported a position in SFNC in Q4 2020 and held it in 1 quarter. The position peaked at $90K in Q4 2020. 210 funds tracked by Wall St. Rank hold SFNC as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Simmons First National position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 4,174 Simmons First National shares in Q1 2021, an estimated $90K.
  • First Trust Direct Indexing first reported a position in Simmons First National in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Simmons First National position peaked at $90K in Q4 2020.
  • 210 funds tracked by Wall St. Rank held Simmons First National as of Q1 2021.

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