First Trust Direct Indexing’s Burlington BURL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,200
Closed -$316K 129
2024
Q3
$316K Buy
1,200
+138
+13% +$36.4K 0.02% 708
2024
Q2
$255K Buy
+1,062
New +$255K 0.02% 731