First Trust Direct Indexing’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,513
| Closed | -$1.33M | – | 274 |
|
|
2024
Q3 | $1.33M | Buy |
4,513
+149
| +3% | +$43.8K | 0.07% | 280 |
|
|
2024
Q2 | $1.06M | Buy |
4,364
+807
| +23% | +$196K | 0.07% | 300 |
|
|
2024
Q1 | $952K | Buy |
3,557
+384
| +12% | +$103K | 0.07% | 303 |
|
|
2023
Q4 | $785K | Buy |
3,173
+210
| +7% | +$51.9K | 0.07% | 323 |
|
|
2023
Q3 | $543K | Sell |
2,963
-22
| -0.7% | -$4.03K | 0.06% | 371 |
|
|
2023
Q2 | $702K | Sell |
2,985
-217
| -7% | -$51.1K | 0.08% | 305 |
|
|
2023
Q1 | $650K | Buy |
3,202
+349
| +12% | +$70.8K | 0.08% | 322 |
|
|
2022
Q4 | $555K | Buy |
2,853
+14
| +0.5% | +$2.72K | 0.07% | 352 |
|
|
2022
Q3 | $487K | Buy |
2,839
+140
| +5% | +$24K | 0.07% | 346 |
|
|
2022
Q2 | $493K | Sell |
2,699
-46
| -2% | -$8.4K | 0.07% | 360 |
|
|
2022
Q1 | $651K | Buy |
2,745
+9
| +0.3% | +$2.13K | 0.08% | 315 |
|
|
2021
Q4 | $801K | Sell |
2,736
-27
| -1% | -$7.91K | 0.1% | 246 |
|
|
2021
Q3 | $700K | Buy |
2,763
+1,055
| +62% | +$267K | 0.1% | 257 |
|
|
2021
Q2 | $409K | Sell |
1,708
-251
| -13% | -$60.1K | 0.06% | 371 |
|
|
2021
Q1 | $355K | Buy |
1,959
+84
| +4% | +$15.2K | 0.09% | 275 |
|
|
2020
Q4 | $362K | Buy |
+1,875
| New | +$362K | 0.1% | 258 |
|