FTDI
First Trust Direct Indexing’s First Citizens BancShares FCNCA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-131
| Closed | -$241K | – | 320 |
|
|
2024
Q3 | $241K | Sell |
131
-22
| -14% | -$40.5K | 0.01% | 840 |
|
|
2024
Q2 | $258K | Buy |
153
+18
| +13% | +$30.3K | 0.02% | 726 |
|
|
2024
Q1 | $221K | Buy |
+135
| New | +$221K | 0.02% | 698 |
|
|
2023
Q4 | – | Sell |
-183
| Closed | -$253K | – | 761 |
|
|
2023
Q3 | $253K | Sell |
183
-14
| -7% | -$19.3K | 0.03% | 571 |
|
|
2023
Q2 | $253K | Buy |
+197
| New | +$253K | 0.03% | 594 |
|