FTDI
First Trust Direct Indexing’s Hartford Financial Services HIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,665
| Closed | -$1.25M | – | 398 |
|
|
2024
Q3 | $1.25M | Buy |
10,665
+1,714
| +19% | +$202K | 0.07% | 297 |
|
|
2024
Q2 | $900K | Buy |
8,951
+2,908
| +48% | +$292K | 0.06% | 331 |
|
|
2024
Q1 | $623K | Buy |
6,043
+487
| +9% | +$50.2K | 0.05% | 412 |
|
|
2023
Q4 | $447K | Buy |
5,556
+1,191
| +27% | +$95.7K | 0.04% | 467 |
|
|
2023
Q3 | $310K | Buy |
4,365
+820
| +23% | +$58.1K | 0.04% | 511 |
|
|
2023
Q2 | $255K | Buy |
+3,545
| New | +$255K | 0.03% | 592 |
|