First Trust Direct Indexing’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.33M | Buy |
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|
2024
Q2 | $739K | Buy |
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|
2024
Q1 | $781K | Buy |
|
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|
2023
Q4 | $626K | Buy |
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|
2023
Q3 | $443K | Buy |
|
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $570K | Buy |
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|
2022
Q4 | $406K | Sell |
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|
2022
Q3 | $381K | Sell |
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|
2022
Q2 | $503K | Sell |
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|
2022
Q1 | $664K | Buy |
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|
2021
Q4 | $796K | Buy |
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|
2021
Q3 | $522K | Sell |
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|
2021
Q2 | $559K | Buy |
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|
2021
Q1 | $353K | Buy |
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|
2020
Q4 | $372K | Buy |
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