First Trust Direct Indexing’s Jackson Financial JXN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,479	Closed	-$317K	–	477
2024 Q3	$317K	Sell	3,479 -130	-4%	-$11.9K	0.02%	705
2024 Q2	$268K	Buy	3,609 +514	+17%	+$38.2K	0.02%	704
2024 Q1	$205K	Buy	+3,095	New	+$205K	0.02%	730