First Trust Direct Indexing’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $5.34M | Buy |
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|
2024
Q2 | $4.19M | Buy |
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|
2024
Q1 | $3.38M | Buy |
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|
2023
Q4 | $3.04M | Buy |
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|
2023
Q3 | $2.26M | Buy |
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|
2023
Q2 | $2.34M | Sell |
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|
2023
Q1 | $2.1M | Buy |
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|
2022
Q4 | $1.8M | Sell |
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|
2022
Q3 | $1.8M | Buy |
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|
2022
Q2 | $1.97M | Buy |
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|
2022
Q1 | $2.39M | Buy |
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|
2021
Q4 | $1.47M | Buy |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $815K | Buy |
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|
2020
Q4 | $716K | Buy |
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