FTDI
First Trust Direct Indexing’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-29,390
| Closed | -$590K | – | 601 |
|
|
2024
Q3 | $590K | Sell |
29,390
-4,520
| -13% | -$90.7K | 0.03% | 494 |
|
|
2024
Q2 | $646K | Buy |
33,910
+10,898
| +47% | +$208K | 0.04% | 429 |
|
|
2024
Q1 | $453K | Buy |
23,012
+4,959
| +27% | +$97.6K | 0.03% | 493 |
|
|
2023
Q4 | $350K | Buy |
18,053
+953
| +6% | +$18.5K | 0.03% | 540 |
|
|
2023
Q3 | $322K | Sell |
17,100
-1,392
| -8% | -$26.2K | 0.04% | 497 |
|
|
2023
Q2 | $370K | Buy |
18,492
+1,587
| +9% | +$31.8K | 0.04% | 483 |
|
|
2023
Q1 | $323K | Buy |
16,905
+2,782
| +20% | +$53.2K | 0.04% | 522 |
|
|
2022
Q4 | $298K | Buy |
+14,123
| New | +$298K | 0.04% | 511 |
|
|
2022
Q3 | – | Sell |
-11,607
| Closed | -$69K | – | 665 |
|
|
2022
Q2 | $69K | Sell |
11,607
-2,686
| -19% | -$16K | 0.01% | 632 |
|
|
2022
Q1 | $101K | Buy |
14,293
+2,230
| +18% | +$15.8K | 0.01% | 656 |
|
|
2021
Q4 | $94K | Buy |
12,063
+364
| +3% | +$2.84K | 0.01% | 648 |
|
|
2021
Q3 | $99K | Buy |
+11,699
| New | +$99K | 0.01% | 630 |
|