FTDI
First Trust Direct Indexing’s Mitsubishi UFJ Financial MUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-410,916
| Closed | -$4.18M | – | 587 |
|
|
2024
Q3 | $4.18M | Sell |
410,916
-8,034
| -2% | -$81.8K | 0.22% | 82 |
|
|
2024
Q2 | $4.52M | Buy |
418,950
+5,178
| +1% | +$55.9K | 0.28% | 61 |
|
|
2024
Q1 | $4.23M | Sell |
413,772
-14,678
| -3% | -$150K | 0.31% | 56 |
|
|
2023
Q4 | $3.69M | Buy |
428,450
+63,394
| +17% | +$546K | 0.33% | 50 |
|
|
2023
Q3 | $3.1M | Sell |
365,056
-18,533
| -5% | -$157K | 0.35% | 45 |
|
|
2023
Q2 | $2.83M | Buy |
383,589
+7,691
| +2% | +$56.7K | 0.31% | 50 |
|
|
2023
Q1 | $2.4M | Buy |
375,898
+23,491
| +7% | +$150K | 0.29% | 66 |
|
|
2022
Q4 | $2.35M | Buy |
352,407
+87,265
| +33% | +$582K | 0.31% | 65 |
|
|
2022
Q3 | $1.19M | Buy |
265,142
+29,093
| +12% | +$131K | 0.17% | 140 |
|
|
2022
Q2 | $1.26M | Sell |
236,049
-1,997
| -0.8% | -$10.7K | 0.18% | 147 |
|
|
2022
Q1 | $1.47M | Buy |
238,046
+80,973
| +52% | +$501K | 0.18% | 129 |
|
|
2021
Q4 | $858K | Buy |
157,073
+2,128
| +1% | +$11.6K | 0.11% | 222 |
|
|
2021
Q3 | $919K | Buy |
154,945
+32,882
| +27% | +$195K | 0.13% | 194 |
|
|
2021
Q2 | $662K | Buy |
122,063
+56,965
| +88% | +$309K | 0.1% | 265 |
|
|
2021
Q1 | $350K | Buy |
65,098
+1,925
| +3% | +$10.4K | 0.09% | 280 |
|
|
2020
Q4 | $280K | Buy |
+63,173
| New | +$280K | 0.08% | 297 |
|