First Trust Direct Indexing’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,498
| Closed | -$435K | – | 71 |
|
|
2024
Q3 | $435K | Buy |
6,498
+44
| +0.7% | +$2.94K | 0.02% | 591 |
|
|
2024
Q2 | $358K | Buy |
6,454
+605
| +10% | +$33.5K | 0.02% | 592 |
|
|
2024
Q1 | $299K | Buy |
5,849
+239
| +4% | +$12.2K | 0.02% | 611 |
|
|
2023
Q4 | $255K | Buy |
5,610
+184
| +3% | +$8.37K | 0.02% | 629 |
|
|
2023
Q3 | $223K | Sell |
5,426
-288
| -5% | -$11.9K | 0.03% | 613 |
|
|
2023
Q2 | $253K | Sell |
5,714
-329
| -5% | -$14.6K | 0.03% | 595 |
|
|
2023
Q1 | $238K | Buy |
+6,043
| New | +$238K | 0.03% | 608 |
|