FTDI
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First Trust Direct Indexing’s Walker & Dunlop WD Stock Holding History

First Trust Direct Indexing’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,089
Closed -$100K – 990
2020
Q4 		$100K Buy
+1,089
New +$80.7K 0.03% 501

Other funds holding WD

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Walker & Dunlop (WD) in Q1 2021, closing a stake of 1,089 shares — an estimated $100K sold.

First Trust Direct Indexing first reported a position in WD in Q4 2020 and held it in 1 quarter. The position peaked at $100K in Q4 2020. 225 funds tracked by Wall St. Rank hold WD as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Walker & Dunlop position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,089 Walker & Dunlop shares in Q1 2021, an estimated $100K.
  • First Trust Direct Indexing first reported a position in Walker & Dunlop in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Walker & Dunlop position peaked at $100K in Q4 2020.
  • 225 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2021.

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