FTDI
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First Trust Direct Indexing’s Upbound Group UPBD Stock Holding History

First Trust Direct Indexing’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,858
Closed -$71K – 963
2020
Q4 		$71K Buy
+1,858
New +$71K 0.02% 637