FTDI
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First Trust Direct Indexing’s Open Text OTEX Stock Holding History

First Trust Direct Indexing’s Portfolio OTEX Stock Details OTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-45
Closed -$2K – 806
2020
Q4 		$2K Buy
+45
New +$2K ﹤0.01% 1103