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First Trust Direct Indexing’s Triumph Financial Inc TFIN Stock Holding History

First Trust Direct Indexing’s Portfolio TFIN Stock Details TFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-112
Closed -$5K – 932
2020
Q4 		$5K Buy
+112
New +$5.04K ﹤0.01% 1027

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LCG
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Vanguard Group
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Dimensional Fund Advisors
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State Street
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RA
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DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Thrivent Financial for Lutherans
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Triumph Financial Inc (TFIN) in Q1 2021, closing a stake of 112 shares — an estimated $5K sold.

First Trust Direct Indexing first reported a position in TFIN in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 159 funds tracked by Wall St. Rank hold TFIN as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Triumph Financial Inc position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 112 Triumph Financial Inc shares in Q1 2021, an estimated $5K.
  • First Trust Direct Indexing first reported a position in Triumph Financial Inc in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Triumph Financial Inc position peaked at $5K in Q4 2020.
  • 159 funds tracked by Wall St. Rank held Triumph Financial Inc as of Q1 2021.

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