First Trust Direct Indexing’s Super Micro Computer SMCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,610
Closed -$359K 768
2024
Q3
$359K Sell
8,610
-520
-6% -$21.7K 0.02% 663
2024
Q2
$748K Buy
9,130
+2,270
+33% +$186K 0.05% 389
2024
Q1
$693K Buy
+6,860
New +$693K 0.05% 384