First Trust Direct Indexing’s M&T Bank MTB 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
$927K Buy
2024
Q2
$613K Buy
2024
Q1
$487K Buy
2023
Q4
$394K Sell
2023
Q3
$382K Buy
2023
Q2
$366K Buy
2023
Q1
$276K Sell
2022
Q4
$340K Sell
2022
Q3
$456K Sell
2022
Q2
$442K Buy