First Trust Direct Indexing’s Hubbell HUBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,044
Closed -$876K 412
2024
Q3
$876K Buy
2,044
+887
+77% +$380K 0.05% 388
2024
Q2
$423K Buy
1,157
+243
+27% +$88.8K 0.03% 543
2024
Q1
$379K Buy
914
+123
+16% +$51.1K 0.03% 549
2023
Q4
$260K Buy
+791
New +$260K 0.02% 623