First Trust Direct Indexing’s Tata Motors Limited TTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-23,519	Closed	-$544K	–	729
2022 Q4	$544K	Sell	23,519 -31,990	-58%	-$801K	0.07%	358
2022 Q3	$1.35M	Buy	55,509 +2,667	+5%	+$74.9K	0.2%	124
2022 Q2	$1.37M	Buy	52,842 +777	+1%	+$21.3K	0.19%	131
2022 Q1	$1.46M	Buy	52,065 +2,586	+5%	+$79.8K	0.18%	133
2021 Q4	$1.59M	Sell	49,479 -24	-0%	-$756	0.21%	106
2021 Q3	$1.11M	Buy	49,503 +2,067	+4%	+$42K	0.16%	149
2021 Q2	$1.08M	Buy	+47,436	New	+$1.02M	0.16%	158
2021 Q1	–	Sell	-4,693	Closed	-$59K	–	1066
2020 Q4	$59K	Buy	+4,693	New	+$50K	0.02%	713

Other funds holding TTM

KWILP

Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $666M AUM 13.83% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

First Trust Direct Indexing's TTM Position: Q1 2023 in Review

First Trust Direct Indexing sold out of Tata Motors Limited (TTM) in Q1 2023, closing a stake of 23,519 shares — an estimated $544K sold.

First Trust Direct Indexing first reported a position in TTM in Q4 2020 and held it in 8 quarters. The position peaked at $1.59M in Q4 2021. 29 funds tracked by Wall St. Rank hold TTM as of Q1 2023.

First Trust Direct Indexing reported no remaining Tata Motors Limited position as of Q1 2023 after selling out during the quarter.
First Trust Direct Indexing sold 23,519 Tata Motors Limited shares in Q1 2023, an estimated $544K.
First Trust Direct Indexing first reported a position in Tata Motors Limited in Q4 2020 and held it in 8 quarters.
First Trust Direct Indexing's Tata Motors Limited position peaked at $1.59M in Q4 2021.
29 funds tracked by Wall St. Rank held Tata Motors Limited as of Q1 2023.

Based on First Trust Direct Indexing's 13F filing for Q1 2023, filed 27 Apr 2023.