First Trust Direct Indexing’s NiSource NI 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
$850K Sell
2024
Q2
$737K Buy
2024
Q1
$551K Buy
2023
Q4
$456K Buy
2023
Q3
$349K Buy
2023
Q2
$309K Buy
2023
Q1
$285K Buy
2022
Q4
$219K Buy