FTDI
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First Trust Direct Indexing’s Interactive Brokers IBKR Stock Holding History

First Trust Direct Indexing’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,808
Closed -$377K – 417
2024
Q3 		$377K Buy
10,808
+120
+1% +$4.18K 0.02% 644
2024
Q2 		$328K Buy
+10,688
New +$328K 0.02% 635