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First Trust Direct Indexing’s Simpson Manufacturing SSD Stock Holding History

First Trust Direct Indexing’s Portfolio SSD Stock Details SSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,238
Closed -$116K – 909
2020
Q4 		$116K Buy
+1,238
New +$115K 0.03% 464

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

First Trust Direct Indexing sold out of Simpson Manufacturing (SSD) in Q1 2021, closing a stake of 1,238 shares — an estimated $116K sold.

First Trust Direct Indexing first reported a position in SSD in Q4 2020 and held it in 1 quarter. The position peaked at $116K in Q4 2020. 302 funds tracked by Wall St. Rank hold SSD as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Simpson Manufacturing position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,238 Simpson Manufacturing shares in Q1 2021, an estimated $116K.
  • First Trust Direct Indexing first reported a position in Simpson Manufacturing in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Simpson Manufacturing position peaked at $116K in Q4 2020.
  • 302 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2021.

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