First Trust Direct Indexing’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,059	Closed	-$1.2M	–	275
2024 Q3	$1.2M	Sell	3,059 -150	-5%	-$57.1K	0.06%	306
2024 Q2	$1.22M	Buy	3,209 +233	+8%	+$88.1K	0.08%	271
2024 Q1	$1.18M	Buy	2,976 +28	+0.9%	+$10.5K	0.09%	258
2023 Q4	$1.04M	Buy	2,948 +82	+3%	+$31.8K	0.09%	249
2023 Q3	$1.07M	Buy	2,866 +45	+2%	+$16.3K	0.12%	183
2023 Q2	$964K	Buy	2,821 +6	+0.2%	+$2.17K	0.11%	217
2023 Q1	$1.01M	Buy	2,815 +12	+0.4%	+$4.31K	0.12%	207
2022 Q4	$929K	Buy	2,803 +135	+5%	+$42.1K	0.12%	222
2022 Q3	$700K	Buy	2,668 +87	+3%	+$23.5K	0.1%	262
2022 Q2	$723K	Buy	2,581 +44	+2%	+$12.4K	0.1%	265
2022 Q1	$765K	Sell	2,537 -203	-7%	-$58.3K	0.09%	274
2021 Q4	$751K	Hold	2,740	–	–	0.1%	259
2021 Q3	$687K	Buy	2,740 +13	+0.5%	+$3.33K	0.1%	265
2021 Q2	$687K	Buy	+2,727	New	+$710K	0.1%	259
2021 Q1	–	Sell	-528	Closed	-$124K	–	559
2020 Q4	$124K	Buy	+528	New	+$117K	0.03%	442