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First Trust Direct Indexing’s SEI Investments SEIC Stock Holding History

First Trust Direct Indexing’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,639
Closed -$459K – 754
2024
Q3 		$459K Buy
6,639
+1,165
+21% +$80.6K 0.02% 571
2024
Q2 		$354K Buy
+5,474
New +$354K 0.02% 598