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First Trust Direct Indexing’s United Maritime USEA Stock Holding History

First Trust Direct Indexing’s Portfolio USEA Stock Details USEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,498
Closed -$32.4K – 777
2023
Q3 		$32.4K Sell
13,498
-1,900
-12% -$4.8K ﹤0.01% 695
2023
Q2 		$41.9K Buy
+15,398
New +$42.2K ﹤0.01% 706

Other funds holding USEA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Direct Indexing's USEA Position: Q4 2023 in Review

First Trust Direct Indexing sold out of United Maritime (USEA) in Q4 2023, closing a stake of 13,498 shares — an estimated $32.4K sold.

First Trust Direct Indexing first reported a position in USEA in Q2 2023 and held it in 2 quarters. The position peaked at $41.9K in Q2 2023. 12 funds tracked by Wall St. Rank hold USEA as of Q4 2023.

  • First Trust Direct Indexing reported no remaining United Maritime position as of Q4 2023 after selling out during the quarter.
  • First Trust Direct Indexing sold 13,498 United Maritime shares in Q4 2023, an estimated $32.4K.
  • First Trust Direct Indexing first reported a position in United Maritime in Q2 2023 and held it in 2 quarters.
  • First Trust Direct Indexing's United Maritime position peaked at $41.9K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held United Maritime as of Q4 2023.

Based on First Trust Direct Indexing's 13F filing for Q4 2023, filed 6 Feb 2024.