First Trust Direct Indexing’s EPR Properties EPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$235K Sell
2024
Q2
$201K Buy
2024
Q1
Sell
2023
Q4
$212K Buy
2023
Q3
Sell
2023
Q2
$208K Buy
2022
Q3
Sell
2022
Q2
$207K Buy
2022
Q1
$236K Sell
2021
Q4
$216K Buy
2021
Q3
Sell
2021
Q2
$205K Buy