First Trust Direct Indexing’s Primerica PRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,043	Closed	-$277K	–	684
2024 Q3	$277K	Buy	1,043 +32	+3%	+$8.49K	0.01%	775
2024 Q2	$239K	Buy	+1,011	New	+$239K	0.01%	750