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First Trust Direct Indexing’s UFP Industries UFPI Stock Holding History

First Trust Direct Indexing’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,235
Closed -$206K – 703
2021
Q4 		$206K Buy
+2,235
New +$188K 0.03% 609
2021
Q1 		– Sell
-2,036
Closed -$113K – 956
2020
Q4 		$113K Buy
+2,036
New +$112K 0.03% 468

Other funds holding UFPI

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

First Trust Direct Indexing's UFPI Position: Q1 2022 in Review

First Trust Direct Indexing sold out of UFP Industries (UFPI) in Q1 2022, closing a stake of 2,235 shares — an estimated $206K sold.

First Trust Direct Indexing first reported a position in UFPI in Q4 2020 and held it in 2 quarters. The position peaked at $206K in Q4 2021. 336 funds tracked by Wall St. Rank hold UFPI as of Q1 2022.

  • First Trust Direct Indexing reported no remaining UFP Industries position as of Q1 2022 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,235 UFP Industries shares in Q1 2022, an estimated $206K.
  • First Trust Direct Indexing first reported a position in UFP Industries in Q4 2020 and held it in 2 quarters.
  • First Trust Direct Indexing's UFP Industries position peaked at $206K in Q4 2021.
  • 336 funds tracked by Wall St. Rank held UFP Industries as of Q1 2022.

Based on First Trust Direct Indexing's 13F filing for Q1 2022, filed 11 Apr 2022.