First Trust Direct Indexing’s SVB Financial Group SIVB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,978	Closed	-$455K	–	730
2022 Q4	$455K	Buy	+1,978	New	+$491K	0.06%	408
2022 Q3	–	Sell	-534	Closed	-$211K	–	684
2022 Q2	$211K	Sell	534 -42	-7%	-$19.8K	0.03%	567
2022 Q1	$322K	Sell	576 -13	-2%	-$7.89K	0.04%	482
2021 Q4	$399K	Sell	589 -8	-1%	-$5.64K	0.05%	413
2021 Q3	$386K	Buy	+597	New	+$346K	0.05%	408
2021 Q1	–	Sell	-75	Closed	-$29K	–	1111
2020 Q4	$29K	Buy	+75	New	+$24.3K	0.01%	837

Other funds holding SIVB

TAMH

Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return

JEST

JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

GIS

Graphene Investments SAS Paris, France $172M AUM 34.41% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

First Trust Direct Indexing's SIVB Position: Q1 2023 in Review

First Trust Direct Indexing sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,978 shares — an estimated $455K sold.

First Trust Direct Indexing first reported a position in SIVB in Q4 2020 and held it in 6 quarters. The position peaked at $455K in Q4 2022. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

First Trust Direct Indexing reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
First Trust Direct Indexing sold 1,978 SVB Financial Group shares in Q1 2023, an estimated $455K.
First Trust Direct Indexing first reported a position in SVB Financial Group in Q4 2020 and held it in 6 quarters.
First Trust Direct Indexing's SVB Financial Group position peaked at $455K in Q4 2022.
87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on First Trust Direct Indexing's 13F filing for Q1 2023, filed 27 Apr 2023.