FTDI
First Trust Direct Indexing’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,915
| Closed | -$274K | – | 755 |
|
|
2024
Q3 | $274K | Buy |
2,915
+228
| +8% | +$21.4K | 0.01% | 780 |
|
|
2024
Q2 | $226K | Buy |
+2,687
| New | +$226K | 0.01% | 778 |
|
|
2021
Q1 | – | Sell |
-129
| Closed | -$7K | – | 887 |
|
|
2020
Q4 | $7K | Buy |
+129
| New | +$7K | ﹤0.01% | 975 |
|