FTDI
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First Trust Direct Indexing’s NiSource NI Stock Holding History

First Trust Direct Indexing’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,523
Closed -$850K – 597
2024
Q3 		$850K Sell
24,523
-1,047
-4% -$33.4K 0.05% 400
2024
Q2 		$737K Buy
25,570
+5,656
+28% +$160K 0.05% 396
2024
Q1 		$551K Buy
19,914
+2,723
+16% +$71.6K 0.04% 447
2023
Q4 		$456K Buy
17,191
+3,065
+22% +$78.8K 0.04% 464
2023
Q3 		$349K Buy
14,126
+2,829
+25% +$76.5K 0.04% 478
2023
Q2 		$309K Buy
11,297
+1,109
+11% +$30.8K 0.03% 540
2023
Q1 		$285K Buy
10,188
+2,198
+28% +$60.1K 0.03% 554
2022
Q4 		$219K Buy
+7,990
New +$210K 0.03% 601

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Millennium Management
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