FTDI
First Trust Direct Indexing’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,479
| Closed | -$557K | – | 659 |
|
|
2024
Q3 | $557K | Buy |
6,479
+159
| +3% | +$13.7K | 0.03% | 512 |
|
|
2024
Q2 | $496K | Buy |
6,320
+1,194
| +23% | +$93.7K | 0.03% | 508 |
|
|
2024
Q1 | $442K | Buy |
5,126
+236
| +5% | +$20.4K | 0.03% | 501 |
|
|
2023
Q4 | $385K | Buy |
4,890
+1,873
| +62% | +$147K | 0.03% | 514 |
|
|
2023
Q3 | $217K | Sell |
3,017
-18
| -0.6% | -$1.3K | 0.02% | 619 |
|
|
2023
Q2 | $230K | Buy |
+3,035
| New | +$230K | 0.03% | 622 |
|
|
2021
Q2 | – | Sell |
-3,963
| Closed | -$238K | – | 600 |
|
|
2021
Q1 | $238K | Buy |
3,963
+538
| +16% | +$32.3K | 0.06% | 347 |
|
|
2020
Q4 | $170K | Buy |
+3,425
| New | +$170K | 0.05% | 378 |
|