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First Trust Direct Indexing’s Watts Water Technologies WTS Stock Holding History

First Trust Direct Indexing’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,093
Closed -$212K – 705
2021
Q4 		$212K Buy
+1,093
New +$208K 0.03% 603
2021
Q1 		– Sell
-807
Closed -$98K – 1006
2020
Q4 		$98K Buy
+807
New +$92.4K 0.03% 513

Other funds holding WTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return

First Trust Direct Indexing's WTS Position: Q1 2022 in Review

First Trust Direct Indexing sold out of Watts Water Technologies (WTS) in Q1 2022, closing a stake of 1,093 shares — an estimated $212K sold.

First Trust Direct Indexing first reported a position in WTS in Q4 2020 and held it in 2 quarters. The position peaked at $212K in Q4 2021. 326 funds tracked by Wall St. Rank hold WTS as of Q1 2022.

  • First Trust Direct Indexing reported no remaining Watts Water Technologies position as of Q1 2022 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,093 Watts Water Technologies shares in Q1 2022, an estimated $212K.
  • First Trust Direct Indexing first reported a position in Watts Water Technologies in Q4 2020 and held it in 2 quarters.
  • First Trust Direct Indexing's Watts Water Technologies position peaked at $212K in Q4 2021.
  • 326 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2022.

Based on First Trust Direct Indexing's 13F filing for Q1 2022, filed 11 Apr 2022.