First Trust Direct Indexing’s Expeditors International EXPD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,069	Closed	-$666K	–	313
2024 Q3	$666K	Sell	5,069 -895	-15%	-$110K	0.04%	460
2024 Q2	$744K	Buy	5,964 +800	+15%	+$95.3K	0.05%	392
2024 Q1	$628K	Sell	5,164 -295	-5%	-$36.5K	0.05%	410
2023 Q4	$694K	Sell	5,459 -707	-11%	-$83.4K	0.06%	351
2023 Q3	$707K	Buy	6,166 +23	+0.4%	+$2.73K	0.08%	297
2023 Q2	$744K	Buy	6,143 +506	+9%	+$57.5K	0.08%	290
2023 Q1	$621K	Buy	5,637 +167	+3%	+$18.1K	0.07%	335
2022 Q4	$568K	Buy	5,470 +376	+7%	+$38.8K	0.08%	344
2022 Q3	$450K	Buy	5,094 +547	+12%	+$54.8K	0.07%	370
2022 Q2	$443K	Buy	4,547 +753	+20%	+$77.1K	0.06%	373
2022 Q1	$391K	Sell	3,794 -414	-10%	-$45.6K	0.05%	428
2021 Q4	$565K	Sell	4,208 -96	-2%	-$12K	0.07%	325
2021 Q3	$513K	Buy	4,304 +1,141	+36%	+$143K	0.07%	341
2021 Q2	$400K	Buy	+3,163	New	+$373K	0.06%	381
2021 Q1	–	Sell	-1,165	Closed	-$111K	–	581
2020 Q4	$111K	Buy	+1,165	New	+$106K	0.03%	472