FTDI
First Trust Direct Indexing’s American Tower AMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,188
| Closed | -$3.3M | – | 49 |
|
|
2024
Q3 | $3.3M | Buy |
14,188
+1,579
| +13% | +$367K | 0.18% | 109 |
|
|
2024
Q2 | $2.45M | Buy |
12,609
+1,782
| +16% | +$346K | 0.15% | 122 |
|
|
2024
Q1 | $2.14M | Buy |
10,827
+1,424
| +15% | +$281K | 0.16% | 133 |
|
|
2023
Q4 | $2.03M | Buy |
9,403
+3,094
| +49% | +$668K | 0.18% | 120 |
|
|
2023
Q3 | $1.04M | Sell |
6,309
-726
| -10% | -$119K | 0.12% | 188 |
|
|
2023
Q2 | $1.36M | Buy |
7,035
+202
| +3% | +$39.2K | 0.15% | 152 |
|
|
2023
Q1 | $1.4M | Sell |
6,833
-317
| -4% | -$64.8K | 0.17% | 146 |
|
|
2022
Q4 | $1.51M | Sell |
7,150
-817
| -10% | -$173K | 0.2% | 123 |
|
|
2022
Q3 | $1.71M | Sell |
7,967
-499
| -6% | -$107K | 0.25% | 87 |
|
|
2022
Q2 | $2.16M | Buy |
8,466
+857
| +11% | +$219K | 0.3% | 69 |
|
|
2022
Q1 | $1.91M | Buy |
7,609
+576
| +8% | +$145K | 0.23% | 86 |
|
|
2021
Q4 | $2.06M | Buy |
7,033
+2
| +0% | +$585 | 0.27% | 74 |
|
|
2021
Q3 | $1.87M | Buy |
7,031
+578
| +9% | +$153K | 0.27% | 81 |
|
|
2021
Q2 | $1.74M | Buy |
6,453
+1,505
| +30% | +$407K | 0.26% | 83 |
|
|
2021
Q1 | $1.18M | Buy |
4,948
+253
| +5% | +$60.5K | 0.32% | 78 |
|
|
2020
Q4 | $1.05M | Buy |
+4,695
| New | +$1.05M | 0.28% | 73 |
|