First Trust Direct Indexing’s Silicon Motion SIMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,425	Closed	-$203K	–	603
2021 Q1	$203K	Buy	3,425 +1	+0%	+$57	0.05%	374
2020 Q4	$165K	Buy	+3,424	New	+$140K	0.04%	386

Other funds holding SIMO

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $291M AUM 19.43% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

First Trust Direct Indexing's SIMO Position: Q2 2021 in Review

First Trust Direct Indexing sold out of Silicon Motion (SIMO) in Q2 2021, closing a stake of 3,425 shares — an estimated $203K sold.

First Trust Direct Indexing first reported a position in SIMO in Q4 2020 and held it in 2 quarters. The position peaked at $203K in Q1 2021. 196 funds tracked by Wall St. Rank hold SIMO as of Q2 2021.

First Trust Direct Indexing reported no remaining Silicon Motion position as of Q2 2021 after selling out during the quarter.
First Trust Direct Indexing sold 3,425 Silicon Motion shares in Q2 2021, an estimated $203K.
First Trust Direct Indexing first reported a position in Silicon Motion in Q4 2020 and held it in 2 quarters.
First Trust Direct Indexing's Silicon Motion position peaked at $203K in Q1 2021.
196 funds tracked by Wall St. Rank held Silicon Motion as of Q2 2021.

Based on First Trust Direct Indexing's 13F filing for Q2 2021, filed 13 Jul 2021.