FTDI
CTXS

First Trust Direct Indexing’s Citrix Systems Inc CTXS Stock Holding History

First Trust Direct Indexing’s Portfolio CTXS Stock Details CTXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6,241
Closed -$648K – 716
2022
Q3 		$648K Sell
6,241
-95
-1% -$9.73K 0.09% 283
2022
Q2 		$616K Sell
6,336
-1,058
-14% -$105K 0.09% 298
2022
Q1 		$746K Buy
7,394
+1,252
+20% +$126K 0.09% 280
2021
Q4 		$581K Buy
6,142
+2,825
+85% +$258K 0.08% 317
2021
Q3 		$356K Buy
+3,317
New +$358K 0.05% 428
2021
Q1 		– Sell
-563
Closed -$73K – 1070
2020
Q4 		$73K Buy
+563
New +$71.6K 0.02% 624

Other funds holding CTXS

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TF
TimeScale Financial Danvers, Massachusetts $463M AUM 12.48% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

First Trust Direct Indexing's CTXS Position: Q4 2022 in Review

First Trust Direct Indexing sold out of Citrix Systems Inc (CTXS) in Q4 2022, closing a stake of 6,241 shares — an estimated $648K sold.

First Trust Direct Indexing first reported a position in CTXS in Q4 2020 and held it in 6 quarters. The position peaked at $746K in Q1 2022. 4 funds tracked by Wall St. Rank hold CTXS as of Q4 2022.

  • First Trust Direct Indexing reported no remaining Citrix Systems Inc position as of Q4 2022 after selling out during the quarter.
  • First Trust Direct Indexing sold 6,241 Citrix Systems Inc shares in Q4 2022, an estimated $648K.
  • First Trust Direct Indexing first reported a position in Citrix Systems Inc in Q4 2020 and held it in 6 quarters.
  • First Trust Direct Indexing's Citrix Systems Inc position peaked at $746K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Citrix Systems Inc as of Q4 2022.

Based on First Trust Direct Indexing's 13F filing for Q4 2022, filed 20 Jan 2023.