First Trust Direct Indexing’s UP Fintech Holding TIGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-14,988	Closed	-$49.9K	–	742
2023 Q1	$49.9K	Sell	14,988 -1,289	-8%	-$4.76K	0.01%	691
2022 Q4	$55.5K	Sell	16,277 -21,448	-57%	-$92.8K	0.01%	676
2022 Q3	$124K	Sell	37,725 -32,215	-46%	-$123K	0.02%	614
2022 Q2	$329K	Buy	+69,940	New	+$297K	0.05%	448

Other funds holding TIGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

NAH

Neumann Advisory (HK) Central, Hong Kong $356M AUM 37.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Direct Indexing's TIGR Position: Q2 2023 in Review

First Trust Direct Indexing sold out of UP Fintech Holding (TIGR) in Q2 2023, closing a stake of 14,988 shares — an estimated $49.9K sold.

First Trust Direct Indexing first reported a position in TIGR in Q2 2022 and held it in 4 quarters. The position peaked at $329K in Q2 2022. 54 funds tracked by Wall St. Rank hold TIGR as of Q2 2023.

First Trust Direct Indexing reported no remaining UP Fintech Holding position as of Q2 2023 after selling out during the quarter.
First Trust Direct Indexing sold 14,988 UP Fintech Holding shares in Q2 2023, an estimated $49.9K.
First Trust Direct Indexing first reported a position in UP Fintech Holding in Q2 2022 and held it in 4 quarters.
First Trust Direct Indexing's UP Fintech Holding position peaked at $329K in Q2 2022.
54 funds tracked by Wall St. Rank held UP Fintech Holding as of Q2 2023.

Based on First Trust Direct Indexing's 13F filing for Q2 2023, filed 14 Jul 2023.