First Trust Direct Indexing’s Nasdaq NDAQ 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
$963K Buy
2024
Q2
$636K Buy
2024
Q1
$548K Buy
2023
Q4
$468K Buy
2023
Q3
$341K Sell
2023
Q2
$375K Sell
2023
Q1
$437K Sell
2022
Q4
$579K Sell
2022
Q3
$581K Buy
2022
Q2
$496K Buy
2022
Q1
$516K Buy
2021
Q4
$510K Buy
2021
Q3
$354K Buy