FTDI
First Trust Direct Indexing’s TFS Financial TFSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,053
| Closed | -$181K | – | 828 |
|
|
2024
Q3 | $181K | Sell |
14,053
-703
| -5% | -$9.04K | 0.01% | 931 |
|
|
2024
Q2 | $186K | Buy |
14,756
+1,618
| +12% | +$20.4K | 0.01% | 847 |
|
|
2024
Q1 | $165K | Buy |
13,138
+12
| +0.1% | +$151 | 0.01% | 747 |
|
|
2023
Q4 | $193K | Buy |
+13,126
| New | +$193K | 0.02% | 713 |
|