First Trust Direct Indexing’s Ares Management ARES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,683
Closed -$418K 64
2024
Q3
$418K Buy
2,683
+1,027
+62% +$160K 0.02% 606
2024
Q2
$221K Buy
+1,656
New +$221K 0.01% 792