FTDI
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First Trust Direct Indexing’s Pathward Financial CASH Stock Holding History

First Trust Direct Indexing’s Portfolio CASH Stock Details CASH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-279
Closed -$10K – 481
2020
Q4 		$10K Buy
+279
New +$10K ﹤0.01% 922