FTDI
First Trust Direct Indexing’s Exponent EXPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,930
| Closed | -$209K | – | 661 |
|
|
2022
Q1 | $209K | Sell |
1,930
-16
| -0.8% | -$1.73K | 0.03% | 617 |
|
|
2021
Q4 | $227K | Hold |
1,946
| – | – | 0.03% | 573 |
|
|
2021
Q3 | $220K | Buy |
+1,946
| New | +$220K | 0.03% | 565 |
|
|
2021
Q1 | – | Sell |
-1,579
| Closed | -$142K | – | 582 |
|
|
2020
Q4 | $142K | Buy |
+1,579
| New | +$142K | 0.04% | 413 |
|