First Trust Direct Indexing’s Merit Medical Systems MMSI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,024
Closed -$299K 565
2024
Q3
$299K Sell
3,024
-28
-0.9% -$2.77K 0.02% 737
2024
Q2
$262K Buy
+3,052
New +$262K 0.02% 716
2021
Q1
Sell
-1,861
Closed -$103K 750
2020
Q4
$103K Buy
+1,861
New +$103K 0.03% 489