FTDI
UHT

First Trust Direct Indexing’s Universal Health Realty Income Trust UHT Stock Holding History

First Trust Direct Indexing’s Portfolio UHT Stock Details UHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-114
Closed -$7K – 957
2020
Q4 		$7K Buy
+114
New +$6.92K ﹤0.01% 977

Other funds holding UHT

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Universal Health Realty Income Trust (UHT) in Q1 2021, closing a stake of 114 shares — an estimated $7K sold.

First Trust Direct Indexing first reported a position in UHT in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 153 funds tracked by Wall St. Rank hold UHT as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Universal Health Realty Income Trust position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 114 Universal Health Realty Income Trust shares in Q1 2021, an estimated $7K.
  • First Trust Direct Indexing first reported a position in Universal Health Realty Income Trust in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Universal Health Realty Income Trust position peaked at $7K in Q4 2020.
  • 153 funds tracked by Wall St. Rank held Universal Health Realty Income Trust as of Q1 2021.

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