FTDI
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First Trust Direct Indexing’s SM Energy SM Stock Holding History

First Trust Direct Indexing’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-670
Closed -$4K – 897
2020
Q4 		$4K Buy
+670
New +$4K ﹤0.01% 1052