FTDI
VBTX

First Trust Direct Indexing’s Veritex Holdings VBTX Stock Holding History

First Trust Direct Indexing’s Portfolio VBTX Stock Details VBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,702
Closed -$69K – 971
2020
Q4 		$69K Buy
+2,702
New +$59.4K 0.02% 644

Other funds holding VBTX

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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Veritex Holdings (VBTX) in Q1 2021, closing a stake of 2,702 shares — an estimated $69K sold.

First Trust Direct Indexing first reported a position in VBTX in Q4 2020 and held it in 1 quarter. The position peaked at $69K in Q4 2020. 172 funds tracked by Wall St. Rank hold VBTX as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Veritex Holdings position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,702 Veritex Holdings shares in Q1 2021, an estimated $69K.
  • First Trust Direct Indexing first reported a position in Veritex Holdings in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Veritex Holdings position peaked at $69K in Q4 2020.
  • 172 funds tracked by Wall St. Rank held Veritex Holdings as of Q1 2021.

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