FTDI
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First Trust Direct Indexing’s Axos Financial AX Stock Holding History

First Trust Direct Indexing’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,356
Closed -$88K – 452
2020
Q4 		$88K Buy
+2,356
New +$88K 0.02% 555