First Trust Direct Indexing’s KKR & Co KKR 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
$1.5M Buy
2024
Q2
$845K Buy
2024
Q1
$606K Sell
2023
Q4
$705K Buy
2023
Q3
$241K Buy
2023
Q2
Sell
2023
Q1
$330K Buy
2022
Q4
$245K Buy
2022
Q3
$227K Sell
2022
Q2
$248K Buy
2022
Q1
$303K Buy
2021
Q4
$384K Sell
2021
Q3
$315K Buy