FTDI
First Trust Direct Indexing’s First Bancorp FBP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,174
| Closed | -$162K | – | 723 |
|
|
2023
Q1 | $162K | Buy |
+14,174
| New | +$162K | 0.02% | 658 |
|
|
2021
Q3 | – | Sell |
-25,277
| Closed | -$301K | – | 662 |
|
|
2021
Q2 | $301K | Buy |
25,277
+14,571
| +136% | +$174K | 0.04% | 460 |
|
|
2021
Q1 | $121K | Buy |
10,706
+809
| +8% | +$9.14K | 0.03% | 384 |
|
|
2020
Q4 | $91K | Buy |
+9,897
| New | +$91K | 0.02% | 538 |
|