First Trust Direct Indexing
TIGR icon

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
NAH
Neumann Advisory (HK) Central, Hong Kong $314M AUM 9.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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.