First Trust Advisors’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.1M | Buy |
3,027,758
+805,795
| +36% | +$22.4M | 0.07% | 350 |
|
|
2025
Q1 | $57.6M | Buy |
2,221,963
+1,974,993
| +800% | +$51.2M | 0.05% | 485 |
|
|
2024
Q4 | $6.58M | Buy |
246,970
+50,995
| +26% | +$1.36M | 0.01% | 1221 |
|
|
2024
Q3 | $6.49M | Buy |
195,975
+60,069
| +44% | +$1.99M | 0.01% | 1203 |
|
|
2024
Q2 | $2.54M | Buy |
135,906
+26,228
| +24% | +$491K | ﹤0.01% | 1592 |
|
|
2024
Q1 | $2.33M | Buy |
109,678
+73,913
| +207% | +$1.57M | ﹤0.01% | 1673 |
|
|
2023
Q4 | $739K | Sell |
35,765
-1,725
| -5% | -$35.6K | ﹤0.01% | 2045 |
|
|
2023
Q3 | $714K | Sell |
37,490
-151,075
| -80% | -$2.88M | ﹤0.01% | 2061 |
|
|
2023
Q2 | $4.37M | Buy |
188,565
+9,547
| +5% | +$221K | 0.01% | 1290 |
|
|
2023
Q1 | $4.68M | Buy |
179,018
+20,681
| +13% | +$541K | 0.01% | 1261 |
|
|
2022
Q4 | $4.34M | Buy |
+158,337
| New | +$4.34M | 0.01% | 1269 |
|