FTDI
SNEX icon

First Trust Direct Indexing’s StoneX SNEX Stock Holding History

First Trust Direct Indexing’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,589
Closed -$41K – 900
2020
Q4 		$41K Buy
+3,589
New +$40.5K 0.01% 798

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 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 $552B AUM 44.19% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

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

First Trust Direct Indexing sold out of StoneX (SNEX) in Q1 2021, closing a stake of 3,589 shares — an estimated $41K sold.

First Trust Direct Indexing first reported a position in SNEX in Q4 2020 and held it in 1 quarter. The position peaked at $41K in Q4 2020. 152 funds tracked by Wall St. Rank hold SNEX as of Q1 2021.

  • First Trust Direct Indexing reported no remaining StoneX position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,589 StoneX shares in Q1 2021, an estimated $41K.
  • First Trust Direct Indexing first reported a position in StoneX in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's StoneX position peaked at $41K in Q4 2020.
  • 152 funds tracked by Wall St. Rank held StoneX as of Q1 2021.

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