FTDI
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First Trust Direct Indexing’s Heritage Financial HFWA Stock Holding History

First Trust Direct Indexing’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,137
Closed -$73K – 645
2020
Q4 		$73K Buy
+3,137
New +$73K 0.02% 618