FTDI
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First Trust Direct Indexing’s Grupo SIMEC SIM Stock Holding History

First Trust Direct Indexing’s Portfolio SIM Stock Details SIM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-9,781
Closed -$264K – 697
2021
Q4 		$264K Sell
9,781
-2,534
-21% -$68.4K 0.03% 527
2021
Q3 		$296K Buy
+12,315
New +$296K 0.04% 478