First Trust Direct Indexing’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,024
Closed -$309K 943
2024
Q3
$309K Buy
8,024
+337
+4% +$13K 0.02% 719
2024
Q2
$287K Buy
+7,687
New +$287K 0.02% 685