FTDI
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First Trust Direct Indexing’s A.O. Smith AOS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,851
Closed -$256K 54
2024
Q3
$256K Buy
+2,851
New +$256K 0.01% 810
2024
Q1
Sell
-2,828
Closed -$233K 811
2023
Q4
$233K Buy
+2,828
New +$233K 0.02% 655