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First Trust Direct Indexing’s Winnebago Industries WGO Stock Holding History

First Trust Direct Indexing’s Portfolio WGO Stock Details WGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,091
Closed -$65K – 995
2020
Q4 		$65K Buy
+1,091
New +$59.5K 0.02% 666

Other funds holding WGO

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Winnebago Industries (WGO) in Q1 2021, closing a stake of 1,091 shares — an estimated $65K sold.

First Trust Direct Indexing first reported a position in WGO in Q4 2020 and held it in 1 quarter. The position peaked at $65K in Q4 2020. 265 funds tracked by Wall St. Rank hold WGO as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Winnebago Industries position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,091 Winnebago Industries shares in Q1 2021, an estimated $65K.
  • First Trust Direct Indexing first reported a position in Winnebago Industries in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Winnebago Industries position peaked at $65K in Q4 2020.
  • 265 funds tracked by Wall St. Rank held Winnebago Industries as of Q1 2021.

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