First Trust Direct Indexing’s XPO XPO Stock Holding History

First Trust Direct Indexing’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-113	Closed	-$5K	–	1013
2020 Q4	$5K	Buy	+113	New	+$4.09K	﹤0.01%	1031

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

First Trust Direct Indexing sold out of XPO (XPO) in Q1 2021, closing a stake of 113 shares — an estimated $5K sold.

First Trust Direct Indexing first reported a position in XPO in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 506 funds tracked by Wall St. Rank hold XPO as of Q1 2021.

First Trust Direct Indexing reported no remaining XPO position as of Q1 2021 after selling out during the quarter.
First Trust Direct Indexing sold 113 XPO shares in Q1 2021, an estimated $5K.
First Trust Direct Indexing first reported a position in XPO in Q4 2020 and held it in 1 quarter.
First Trust Direct Indexing's XPO position peaked at $5K in Q4 2020.
506 funds tracked by Wall St. Rank held XPO as of Q1 2021.

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