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First Trust Direct Indexing’s Tompkins Financial TMP Stock Holding History

First Trust Direct Indexing’s Portfolio TMP Stock Details TMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-82
Closed -$6K – 938
2020
Q4 		$6K Buy
+82
New +$5.19K ﹤0.01% 1007

Other funds holding TMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Tompkins Financial (TMP) in Q1 2021, closing a stake of 82 shares — an estimated $6K sold.

First Trust Direct Indexing first reported a position in TMP in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 142 funds tracked by Wall St. Rank hold TMP as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Tompkins Financial position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 82 Tompkins Financial shares in Q1 2021, an estimated $6K.
  • First Trust Direct Indexing first reported a position in Tompkins Financial in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Tompkins Financial position peaked at $6K in Q4 2020.
  • 142 funds tracked by Wall St. Rank held Tompkins Financial as of Q1 2021.

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