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First Trust Direct Indexing’s Virtus Investment Partners VRTS Stock Holding History

First Trust Direct Indexing’s Portfolio VRTS Stock Details VRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-323
Closed -$70K – 984
2020
Q4 		$70K Buy
+323
New +$58.7K 0.02% 640

Other funds holding VRTS

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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Virtus Investment Partners (VRTS) in Q1 2021, closing a stake of 323 shares — an estimated $70K sold.

First Trust Direct Indexing first reported a position in VRTS in Q4 2020 and held it in 1 quarter. The position peaked at $70K in Q4 2020. 177 funds tracked by Wall St. Rank hold VRTS as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Virtus Investment Partners position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 323 Virtus Investment Partners shares in Q1 2021, an estimated $70K.
  • First Trust Direct Indexing first reported a position in Virtus Investment Partners in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Virtus Investment Partners position peaked at $70K in Q4 2020.
  • 177 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2021.

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