FTDI
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First Trust Direct Indexing’s New Oriental EDU Stock Holding History

First Trust Direct Indexing’s Portfolio EDU Stock Details EDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,081
Closed -$23K – 682
2021
Q4 		$23K Buy
+1,081
New +$23.3K ﹤0.01% 663
2021
Q3 		– Sell
-1,227
Closed -$100K – 658
2021
Q2 		$100K Buy
+1,227
New +$149K 0.01% 576
2021
Q1 		– Sell
-906
Closed -$168K – 558
2020
Q4 		$168K Buy
+906
New +$152K 0.05% 384

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CG
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YCM
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Renaissance Technologies
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Bank of America
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return