FTDI
First Trust Direct Indexing’s Applied Industrial Technologies AIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,734
| Closed | -$299K | – | 807 |
|
|
2023
Q4 | $299K | Buy |
1,734
+224
| +15% | +$38.7K | 0.03% | 584 |
|
|
2023
Q3 | $233K | Buy |
+1,510
| New | +$233K | 0.03% | 601 |
|
|
2021
Q1 | – | Sell |
-1,258
| Closed | -$98K | – | 411 |
|
|
2020
Q4 | $98K | Buy |
+1,258
| New | +$98K | 0.03% | 507 |
|