FTDI
First Trust Direct Indexing’s Brighthouse Financial BHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,895
| Closed | -$201K | – | 916 |
|
|
2024
Q1 | $201K | Buy |
3,895
+3
| +0.1% | +$155 | 0.01% | 742 |
|
|
2023
Q4 | $206K | Buy |
+3,892
| New | +$206K | 0.02% | 707 |
|
|
2023
Q1 | – | Sell |
-4,076
| Closed | -$209K | – | 701 |
|
|
2022
Q4 | $209K | Buy |
+4,076
| New | +$209K | 0.03% | 618 |
|
|
2022
Q2 | – | Sell |
-4,076
| Closed | -$211K | – | 648 |
|
|
2022
Q1 | $211K | Sell |
4,076
-76
| -2% | -$3.93K | 0.03% | 615 |
|
|
2021
Q4 | $215K | Buy |
+4,152
| New | +$215K | 0.03% | 592 |
|
|
2021
Q3 | – | Sell |
-4,532
| Closed | -$206K | – | 655 |
|
|
2021
Q2 | $206K | Buy |
+4,532
| New | +$206K | 0.03% | 548 |
|