FTDI
First Trust Direct Indexing’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-19,467
| Closed | -$1.28M | – | 307 |
|
|
2024
Q3 | $1.28M | Sell |
19,467
-2,289
| -11% | -$151K | 0.07% | 286 |
|
|
2024
Q2 | $2.01M | Buy |
21,756
+2,517
| +13% | +$232K | 0.12% | 162 |
|
|
2024
Q1 | $1.84M | Buy |
19,239
+1,804
| +10% | +$172K | 0.14% | 155 |
|
|
2023
Q4 | $1.33M | Buy |
17,435
+932
| +6% | +$71.1K | 0.12% | 190 |
|
|
2023
Q3 | $1.14M | Sell |
16,503
-61
| -0.4% | -$4.23K | 0.13% | 175 |
|
|
2023
Q2 | $1.56M | Buy |
16,564
+1,995
| +14% | +$188K | 0.17% | 131 |
|
|
2023
Q1 | $1.21M | Buy |
14,569
+175
| +1% | +$14.5K | 0.14% | 168 |
|
|
2022
Q4 | $1.07M | Sell |
14,394
-1,424
| -9% | -$106K | 0.14% | 181 |
|
|
2022
Q3 | $1.31M | Buy |
15,818
+186
| +1% | +$15.4K | 0.19% | 129 |
|
|
2022
Q2 | $1.49M | Buy |
15,632
+743
| +5% | +$70.6K | 0.21% | 116 |
|
|
2022
Q1 | $1.75M | Buy |
14,889
+2,679
| +22% | +$315K | 0.21% | 97 |
|
|
2021
Q4 | $1.58M | Buy |
12,210
+519
| +4% | +$67.2K | 0.21% | 107 |
|
|
2021
Q3 | $1.32M | Buy |
11,691
+116
| +1% | +$13.1K | 0.19% | 119 |
|
|
2021
Q2 | $1.2M | Buy |
11,575
+2,825
| +32% | +$293K | 0.18% | 142 |
|
|
2021
Q1 | $732K | Buy |
8,750
+398
| +5% | +$33.3K | 0.2% | 146 |
|
|
2020
Q4 | $762K | Buy |
+8,352
| New | +$762K | 0.21% | 120 |
|