First Trust Direct Indexing’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $1.33M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $952K | Buy |
|
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|
2023
Q4 | $785K | Buy |
|
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|
2023
Q3 | $543K | Sell |
|
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|
2023
Q2 | $702K | Sell |
|
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|
2023
Q1 | $650K | Buy |
|
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|
2022
Q4 | $555K | Buy |
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|
2022
Q3 | $487K | Buy |
|
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|
2022
Q2 | $493K | Sell |
|
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|
2022
Q1 | $651K | Buy |
|
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|
2021
Q4 | $801K | Sell |
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|
2021
Q3 | $700K | Buy |
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|
2021
Q2 | $409K | Sell |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $362K | Buy |
|