First Trust Direct Indexing’s Vistra VST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,100
Closed -$605K 907
2024
Q3
$605K Buy
5,100
+1,411
+38% +$167K 0.03% 485
2024
Q2
$317K Buy
+3,689
New +$317K 0.02% 649