First Trust Direct Indexing’s Tyler Technologies TYL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,689	Closed	-$986K	–	864
2024 Q3	$986K	Sell	1,689 -9	-0.5%	-$5.07K	0.05%	350
2024 Q2	$854K	Buy	1,698 +719	+73%	+$331K	0.05%	350
2024 Q1	$416K	Buy	979 +23	+2%	+$9.82K	0.03%	521
2023 Q4	$400K	Sell	956 -139	-13%	-$55.6K	0.04%	503
2023 Q3	$423K	Buy	1,095 +29	+3%	+$11.4K	0.05%	438
2023 Q2	$444K	Buy	1,066 +44	+4%	+$16.9K	0.05%	447
2023 Q1	$362K	Buy	1,022 +34	+3%	+$11.1K	0.04%	488
2022 Q4	$319K	Buy	988 +139	+16%	+$45.4K	0.04%	489
2022 Q3	$295K	Buy	849 +25	+3%	+$9.3K	0.04%	473
2022 Q2	$274K	Buy	824 +121	+17%	+$44.3K	0.04%	495
2022 Q1	$313K	Sell	703 -27	-4%	-$12.1K	0.04%	490
2021 Q4	$393K	Buy	730 +286	+64%	+$148K	0.05%	419
2021 Q3	$204K	Buy	+444	New	+$212K	0.03%	586