FTDI
U icon

First Trust Direct Indexing’s Unity U Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,716
Closed -$242K 865
2024
Q3
$242K Buy
+10,716
New +$242K 0.01% 838
2024
Q2
Sell
-7,764
Closed -$207K 936
2024
Q1
$207K Buy
+7,764
New +$207K 0.02% 723