FTDI
First Trust Direct Indexing’s KT KT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26,638
| Closed | -$410K | – | 500 |
|
|
2024
Q3 | $410K | Sell |
26,638
-3,654
| -12% | -$56.2K | 0.02% | 613 |
|
|
2024
Q2 | $414K | Sell |
30,292
-3,813
| -11% | -$52.1K | 0.03% | 551 |
|
|
2024
Q1 | $478K | Sell |
34,105
-54,781
| -62% | -$768K | 0.04% | 484 |
|
|
2023
Q4 | $1.19M | Buy |
88,886
+10,369
| +13% | +$139K | 0.11% | 214 |
|
|
2023
Q3 | $1.01M | Buy |
78,517
+12,446
| +19% | +$160K | 0.12% | 196 |
|
|
2023
Q2 | $747K | Buy |
66,071
+27,063
| +69% | +$306K | 0.08% | 287 |
|
|
2023
Q1 | $442K | Sell |
39,008
-26,085
| -40% | -$296K | 0.05% | 435 |
|
|
2022
Q4 | $879K | Sell |
65,093
-2,027
| -3% | -$27.4K | 0.12% | 232 |
|
|
2022
Q3 | $820K | Sell |
67,120
-998
| -1% | -$12.2K | 0.12% | 229 |
|
|
2022
Q2 | $951K | Buy |
68,118
+1,833
| +3% | +$25.6K | 0.13% | 204 |
|
|
2022
Q1 | $951K | Buy |
66,285
+3,517
| +6% | +$50.5K | 0.12% | 226 |
|
|
2021
Q4 | $789K | Buy |
62,768
+525
| +0.8% | +$6.6K | 0.1% | 251 |
|
|
2021
Q3 | $848K | Sell |
62,243
-2,021
| -3% | -$27.5K | 0.12% | 212 |
|
|
2021
Q2 | $896K | Buy |
64,264
+43,276
| +206% | +$603K | 0.13% | 193 |
|
|
2021
Q1 | $261K | Buy |
20,988
+165
| +0.8% | +$2.05K | 0.07% | 330 |
|
|
2020
Q4 | $229K | Buy |
+20,823
| New | +$229K | 0.06% | 336 |
|