FTDI
First Trust Direct Indexing’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,013
| Closed | -$2.36M | – | 48 |
|
|
2024
Q3 | $2.36M | Buy |
5,013
+947
| +23% | +$445K | 0.13% | 161 |
|
|
2024
Q2 | $1.74M | Buy |
4,066
+557
| +16% | +$238K | 0.11% | 193 |
|
|
2024
Q1 | $1.54M | Buy |
3,509
+440
| +14% | +$193K | 0.11% | 188 |
|
|
2023
Q4 | $1.17M | Buy |
3,069
+397
| +15% | +$151K | 0.1% | 224 |
|
|
2023
Q3 | $881K | Buy |
2,672
+193
| +8% | +$63.6K | 0.1% | 233 |
|
|
2023
Q2 | $823K | Sell |
2,479
-401
| -14% | -$133K | 0.09% | 263 |
|
|
2023
Q1 | $883K | Sell |
2,880
-95
| -3% | -$29.1K | 0.1% | 246 |
|
|
2022
Q4 | $926K | Sell |
2,975
-284
| -9% | -$88.4K | 0.12% | 224 |
|
|
2022
Q3 | $821K | Sell |
3,259
-30
| -0.9% | -$7.56K | 0.12% | 228 |
|
|
2022
Q2 | $782K | Buy |
3,289
+54
| +2% | +$12.8K | 0.11% | 243 |
|
|
2022
Q1 | $972K | Sell |
3,235
-74
| -2% | -$22.2K | 0.12% | 219 |
|
|
2021
Q4 | $998K | Sell |
3,309
-9
| -0.3% | -$2.71K | 0.13% | 188 |
|
|
2021
Q3 | $876K | Buy |
3,318
+521
| +19% | +$138K | 0.12% | 206 |
|
|
2021
Q2 | $696K | Buy |
2,797
+428
| +18% | +$107K | 0.1% | 255 |
|
|
2021
Q1 | $551K | Buy |
2,369
+147
| +7% | +$34.2K | 0.15% | 189 |
|
|
2020
Q4 | $432K | Buy |
+2,222
| New | +$432K | 0.12% | 215 |
|