First Trust Direct Indexing’s Retail Opportunity Investments Corp. ROIC Stock Holding History

First Trust Direct Indexing’s Portfolio ROIC Stock Details ROIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$209K	Sell
2024 Q2	$170K	Buy
2024 Q1	$129K	Buy
2021 Q1	–	Sell
2020 Q4	$67K	Buy