FTDI
First Trust Direct Indexing’s Loews L Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,654
| Closed | -$526K | – | 503 |
|
|
2024
Q3 | $526K | Buy |
6,654
+1,292
| +24% | +$102K | 0.03% | 529 |
|
|
2024
Q2 | $401K | Buy |
5,362
+962
| +22% | +$71.9K | 0.02% | 564 |
|
|
2024
Q1 | $344K | Buy |
4,400
+39
| +0.9% | +$3.05K | 0.03% | 577 |
|
|
2023
Q4 | $303K | Buy |
4,361
+668
| +18% | +$46.5K | 0.03% | 579 |
|
|
2023
Q3 | $234K | Buy |
3,693
+71
| +2% | +$4.5K | 0.03% | 599 |
|
|
2023
Q2 | $215K | Sell |
3,622
-627
| -15% | -$37.2K | 0.02% | 637 |
|
|
2023
Q1 | $247K | Buy |
+4,249
| New | +$247K | 0.03% | 600 |
|