FTDI
First Trust Direct Indexing’s Regions Financial RF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,172
| Closed | -$494K | – | 711 |
|
|
2024
Q3 | $494K | Buy |
21,172
+4,360
| +26% | +$102K | 0.03% | 554 |
|
|
2024
Q2 | $337K | Buy |
16,812
+7,095
| +73% | +$142K | 0.02% | 618 |
|
|
2024
Q1 | $204K | Buy |
+9,717
| New | +$204K | 0.02% | 731 |
|
|
2023
Q3 | – | Sell |
-11,563
| Closed | -$206K | – | 735 |
|
|
2023
Q2 | $206K | Sell |
11,563
-3,645
| -24% | -$65K | 0.02% | 656 |
|
|
2023
Q1 | $282K | Buy |
15,208
+4,812
| +46% | +$89.3K | 0.03% | 556 |
|
|
2022
Q4 | $224K | Sell |
10,396
-121
| -1% | -$2.61K | 0.03% | 590 |
|
|
2022
Q3 | $211K | Buy |
+10,517
| New | +$211K | 0.03% | 569 |
|