First Trust Direct Indexing’s Xerox XRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-380	Closed	-$9K	–	1014
2020 Q4	$9K	Buy	+380	New	+$8.04K	﹤0.01%	942

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Xerox (XRX) in Q1 2021, closing a stake of 380 shares — an estimated $9K sold.

First Trust Direct Indexing first reported a position in XRX in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 373 funds tracked by Wall St. Rank hold XRX as of Q1 2021.

First Trust Direct Indexing reported no remaining Xerox position as of Q1 2021 after selling out during the quarter.
First Trust Direct Indexing sold 380 Xerox shares in Q1 2021, an estimated $9K.
First Trust Direct Indexing first reported a position in Xerox in Q4 2020 and held it in 1 quarter.
First Trust Direct Indexing's Xerox position peaked at $9K in Q4 2020.
373 funds tracked by Wall St. Rank held Xerox as of Q1 2021.

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