FTDI
First Trust Direct Indexing’s Essential Properties Realty Trust EPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,890
| Closed | -$269K | – | 291 |
|
|
2024
Q3 | $269K | Buy |
7,890
+597
| +8% | +$20.4K | 0.01% | 787 |
|
|
2024
Q2 | $202K | Buy |
+7,293
| New | +$202K | 0.01% | 839 |
|
|
2021
Q1 | – | Sell |
-4,522
| Closed | -$96K | – | 571 |
|
|
2020
Q4 | $96K | Buy |
+4,522
| New | +$96K | 0.03% | 522 |
|