FTDI
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First Trust Direct Indexing’s Zumiez ZUMZ Stock Holding History

First Trust Direct Indexing’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-127
Closed -$5K – 1018
2020
Q4 		$5K Buy
+127
New +$4.28K ﹤0.01% 1032

Other funds holding ZUMZ

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Zumiez (ZUMZ) in Q1 2021, closing a stake of 127 shares — an estimated $5K sold.

First Trust Direct Indexing first reported a position in ZUMZ in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 189 funds tracked by Wall St. Rank hold ZUMZ as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Zumiez position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 127 Zumiez shares in Q1 2021, an estimated $5K.
  • First Trust Direct Indexing first reported a position in Zumiez in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Zumiez position peaked at $5K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held Zumiez as of Q1 2021.

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