FTDI
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First Trust Direct Indexing’s IDEX IEX Stock Holding History

First Trust Direct Indexing’s Portfolio IEX Stock Details IEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,069
Closed -$229K – 426
2024
Q3 		$229K Sell
1,069
-66
-6% -$14.2K 0.01% 863
2024
Q2 		$228K Buy
1,135
+80
+8% +$16.1K 0.01% 771
2024
Q1 		$257K Buy
+1,055
New +$257K 0.02% 648