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First Trust Direct Indexing’s United Community Banks UCB Stock Holding History

First Trust Direct Indexing’s Portfolio UCB Stock Details UCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,798
Closed -$108K – 1019
2020
Q4 		$108K Buy
+3,798
New +$89.7K 0.03% 480

Other funds holding UCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

First Trust Direct Indexing sold out of United Community Banks (UCB) in Q1 2021, closing a stake of 3,798 shares — an estimated $108K sold.

First Trust Direct Indexing first reported a position in UCB in Q4 2020 and held it in 1 quarter. The position peaked at $108K in Q4 2020. 225 funds tracked by Wall St. Rank hold UCB as of Q1 2021.

  • First Trust Direct Indexing reported no remaining United Community Banks position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,798 United Community Banks shares in Q1 2021, an estimated $108K.
  • First Trust Direct Indexing first reported a position in United Community Banks in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's United Community Banks position peaked at $108K in Q4 2020.
  • 225 funds tracked by Wall St. Rank held United Community Banks as of Q1 2021.

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