FTDI
First Trust Direct Indexing’s RH RH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-764
| Closed | -$256K | – | 714 |
|
|
2024
Q3 | $256K | Buy |
+764
| New | +$256K | 0.01% | 811 |
|
|
2022
Q1 | – | Sell |
-387
| Closed | -$207K | – | 696 |
|
|
2021
Q4 | $207K | Sell |
387
-40
| -9% | -$21.4K | 0.03% | 607 |
|
|
2021
Q3 | $285K | Sell |
427
-12
| -3% | -$8.01K | 0.04% | 493 |
|
|
2021
Q2 | $298K | Buy |
+439
| New | +$298K | 0.04% | 464 |
|
|
2021
Q1 | – | Sell |
-18
| Closed | -$8K | – | 865 |
|
|
2020
Q4 | $8K | Buy |
+18
| New | +$8K | ﹤0.01% | 961 |
|