FTDI
First Trust Direct Indexing’s Comfort Systems FIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-869
| Closed | -$339K | – | 332 |
|
|
2024
Q3 | $339K | Buy |
869
+48
| +6% | +$18.7K | 0.02% | 680 |
|
|
2024
Q2 | $250K | Buy |
+821
| New | +$250K | 0.02% | 738 |
|
|
2023
Q4 | – | Sell |
-1,211
| Closed | -$206K | – | 762 |
|
|
2023
Q3 | $206K | Buy |
+1,211
| New | +$206K | 0.02% | 640 |
|
|
2021
Q1 | – | Sell |
-1,486
| Closed | -$78K | – | 595 |
|
|
2020
Q4 | $78K | Buy |
+1,486
| New | +$78K | 0.02% | 600 |
|