FTDI
First Trust Direct Indexing’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,205
| Closed | -$731K | – | 173 |
|
|
2024
Q3 | $731K | Buy |
12,205
+5,311
| +77% | +$318K | 0.04% | 443 |
|
|
2024
Q2 | $352K | Buy |
6,894
+525
| +8% | +$26.8K | 0.02% | 600 |
|
|
2024
Q1 | $350K | Sell |
6,369
-568
| -8% | -$31.2K | 0.03% | 570 |
|
|
2023
Q4 | $387K | Buy |
6,937
+1,279
| +23% | +$71.4K | 0.03% | 511 |
|
|
2023
Q3 | $235K | Buy |
5,658
+200
| +4% | +$8.31K | 0.03% | 597 |
|
|
2023
Q2 | $231K | Buy |
+5,458
| New | +$231K | 0.03% | 619 |
|