First Trust Direct Indexing’s TFS Financial TFSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$181K Sell
2024
Q2
$186K Buy
2024
Q1
$165K Buy
2023
Q4
$193K Buy