FTDI
First Trust Direct Indexing’s Evertec EVTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,407
| Closed | -$262K | – | 829 |
|
|
2023
Q4 | $262K | Buy |
6,407
+617
| +11% | +$25.3K | 0.02% | 619 |
|
|
2023
Q3 | $215K | Buy |
+5,790
| New | +$215K | 0.02% | 622 |
|
|
2021
Q1 | – | Sell |
-2,004
| Closed | -$79K | – | 577 |
|
|
2020
Q4 | $79K | Buy |
+2,004
| New | +$79K | 0.02% | 594 |
|