FTDI
First Trust Direct Indexing’s Apollo Global Management APO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,667
| Closed | -$958K | – | 58 |
|
|
2024
Q3 | $958K | Buy |
7,667
+1,360
| +22% | +$170K | 0.05% | 357 |
|
|
2024
Q2 | $745K | Buy |
6,307
+909
| +17% | +$107K | 0.05% | 391 |
|
|
2024
Q1 | $607K | Buy |
5,398
+1,414
| +35% | +$159K | 0.05% | 417 |
|
|
2023
Q4 | $371K | Buy |
3,984
+969
| +32% | +$90.3K | 0.03% | 520 |
|
|
2023
Q3 | $271K | Buy |
3,015
+117
| +4% | +$10.5K | 0.03% | 550 |
|
|
2023
Q2 | $223K | Buy |
+2,898
| New | +$223K | 0.02% | 630 |
|