First Trust Direct Indexing’s United Therapeutics UTHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,669	Closed	-$956K	–	881
2024 Q3	$956K	Buy	2,669 +309	+13%	+$104K	0.05%	358
2024 Q2	$752K	Buy	2,360 +253	+12%	+$67K	0.05%	385
2024 Q1	$484K	Buy	2,107 +580	+38%	+$131K	0.04%	478
2023 Q4	$336K	Buy	1,527 +187	+14%	+$43.1K	0.03%	551
2023 Q3	$303K	Sell	1,340 -779	-37%	-$179K	0.03%	512
2023 Q2	$468K	Buy	2,119 +515	+32%	+$114K	0.05%	431
2023 Q1	$359K	Buy	1,604 +239	+18%	+$58.9K	0.04%	489
2022 Q4	$380K	Sell	1,365 -184	-12%	-$46.5K	0.05%	449
2022 Q3	$324K	Buy	1,549 +37	+2%	+$8.27K	0.05%	444
2022 Q2	$356K	Buy	1,512 +134	+10%	+$27.2K	0.05%	421
2022 Q1	$247K	Buy	1,378 +114	+9%	+$21.7K	0.03%	561
2021 Q4	$273K	Sell	1,264 -13	-1%	-$2.55K	0.04%	519
2021 Q3	$236K	Buy	1,277 +76	+6%	+$15K	0.03%	547
2021 Q2	$215K	Buy	+1,201	New	+$229K	0.03%	539
2021 Q1	–	Sell	-887	Closed	-$135K	–	968
2020 Q4	$135K	Buy	+887	New	+$116K	0.04%	429