FTDI
WBK

First Trust Direct Indexing’s Westpac Banking Corporation WBK Stock Holding History

First Trust Direct Indexing’s Portfolio WBK Stock Details WBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-35,965
Closed – – 713
2022
Q1 		$0 Sell
35,965
-39,665
-52% -$602K ﹤0.01% 714
2021
Q4 		$1.17M Sell
75,630
-2,960
-4% -$49.6K 0.15% 157
2021
Q3 		$1.46M Buy
78,590
+6,802
+9% +$127K 0.21% 106
2021
Q2 		$1.39M Buy
71,788
+36,246
+102% +$722K 0.21% 111
2021
Q1 		$660K Sell
35,542
-1,492
-4% -$26.3K 0.18% 171
2020
Q4 		$552K Buy
+37,034
New +$517K 0.15% 171

Other funds holding WBK

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

First Trust Direct Indexing's WBK Position: Q2 2022 in Review

First Trust Direct Indexing sold out of Westpac Banking Corporation (WBK) in Q2 2022, closing a stake of 35,965 shares.

First Trust Direct Indexing first reported a position in WBK in Q4 2020 and held it in 6 quarters. The position peaked at $1.46M in Q3 2021. 14 funds tracked by Wall St. Rank hold WBK as of Q2 2022.

  • First Trust Direct Indexing reported no remaining Westpac Banking Corporation position as of Q2 2022 after selling out during the quarter.
  • First Trust Direct Indexing sold 35,965 Westpac Banking Corporation shares in Q2 2022.
  • First Trust Direct Indexing first reported a position in Westpac Banking Corporation in Q4 2020 and held it in 6 quarters.
  • First Trust Direct Indexing's Westpac Banking Corporation position peaked at $1.46M in Q3 2021.
  • 14 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q2 2022.

Based on First Trust Direct Indexing's 13F filing for Q2 2022, filed 18 Jul 2022.