First Trust Direct Indexing’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $357K | Buy |
|
|||||
|
2024
Q2 | $270K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $220K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $295K | Sell |
|
|||||
|
2022
Q3 | $315K | Buy |
|
|||||
|
2022
Q2 | $335K | Sell |
|
|||||
|
2022
Q1 | $375K | Buy |
|
|||||
|
2021
Q4 | $304K | Buy |
|
|||||
|
2021
Q3 | $273K | Buy |
|
|||||
|
2021
Q2 | $229K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $163K | Buy |
|