First Trust Direct Indexing’s Gartner IT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$1.3M Buy
2024
Q2
$1.09M Buy
2024
Q1
$913K Buy
2023
Q4
$773K Buy
2023
Q3
$533K Buy
2023
Q2
$528K Sell
2023
Q1
$609K Buy
2022
Q4
$617K Sell
2022
Q3
$577K Sell
2022
Q2
$562K Sell
2022
Q1
$705K Buy
2021
Q4
$780K Sell
2021
Q3
$727K Buy
2021
Q2
$210K Buy