First Trust Direct Indexing’s Vertiv VRT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,084
Closed -$406K 905
2024
Q3
$406K Buy
4,084
+1,310
+47% +$130K 0.02% 615
2024
Q2
$240K Buy
+2,774
New +$240K 0.01% 749