First Trust Direct Indexing’s Verisk Analytics VRSK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,273	Closed	-$1.41M	–	903
2024 Q3	$1.41M	Buy	5,273 +153	+3%	+$41.4K	0.08%	263
2024 Q2	$1.38M	Buy	5,120 +749	+17%	+$183K	0.09%	243
2024 Q1	$1.03M	Buy	4,371 +249	+6%	+$59.8K	0.08%	288
2023 Q4	$985K	Buy	4,122 +453	+12%	+$107K	0.09%	262
2023 Q3	$867K	Buy	3,669 +42	+1%	+$9.9K	0.1%	238
2023 Q2	$820K	Buy	3,627 +74	+2%	+$15.5K	0.09%	264
2023 Q1	$682K	Sell	3,553 -218	-6%	-$39.5K	0.08%	313
2022 Q4	$665K	Buy	3,771 +838	+29%	+$147K	0.09%	301
2022 Q3	$500K	Buy	2,933 +67	+2%	+$12.5K	0.07%	342
2022 Q2	$496K	Buy	2,866 +610	+27%	+$114K	0.07%	357
2022 Q1	$484K	Buy	2,256 +290	+15%	+$57.2K	0.06%	378
2021 Q4	$450K	Sell	1,966 -2	-0.1%	-$436	0.06%	378
2021 Q3	$394K	Sell	1,968 -683	-26%	-$132K	0.06%	402
2021 Q2	$463K	Buy	2,651 +1,192	+82%	+$211K	0.07%	340
2021 Q1	$258K	Buy	1,459 +48	+3%	+$8.79K	0.07%	334
2020 Q4	$293K	Buy	+1,411	New	+$274K	0.08%	290