First Trust Direct Indexing’s Avantax, Inc. Common Stock AVTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-595
Closed -$9K 1053
2020
Q4
$9K Buy
+595
New +$9K ﹤0.01% 945