FTDI
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First Trust Direct Indexing’s Toronto Dominion Bank TD Stock Holding History

First Trust Direct Indexing’s Portfolio TD Stock Details TD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,049
Closed -$1.02M – 818
2024
Q3 		$1.02M Buy
16,049
+3,730
+30% +$220K 0.05% 340
2024
Q2 		$677K Sell
12,319
-568
-4% -$32.2K 0.04% 419
2024
Q1 		$778K Buy
12,887
+845
+7% +$51K 0.06% 354
2023
Q4 		$778K Buy
12,042
+1,702
+16% +$102K 0.07% 326
2023
Q3 		$623K Buy
10,340
+318
+3% +$19.8K 0.07% 329
2023
Q2 		$621K Sell
10,022
-1,697
-14% -$102K 0.07% 340
2023
Q1 		$702K Sell
11,719
-473
-4% -$30.6K 0.08% 305
2022
Q4 		$790K Sell
12,192
-162
-1% -$10.5K 0.1% 260
2022
Q3 		$758K Buy
12,354
+354
+3% +$22.9K 0.11% 242
2022
Q2 		$787K Buy
12,000
+390
+3% +$28.3K 0.11% 242
2022
Q1 		$922K Buy
11,610
+585
+5% +$47.1K 0.11% 234
2021
Q4 		$845K Buy
11,025
+81
+0.7% +$5.91K 0.11% 225
2021
Q3 		$724K Buy
10,944
+938
+9% +$62.5K 0.1% 250
2021
Q2 		$701K Buy
10,006
+3,991
+66% +$279K 0.1% 253
2021
Q1 		$392K Sell
6,015
-580
-9% -$35.4K 0.1% 260
2020
Q4 		$372K Buy
+6,595
New +$334K 0.1% 250

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National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
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Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
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1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return