FTDI
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First Trust Direct Indexing’s Energy Select Sector SPDR Fund XLE Stock Holding History

First Trust Direct Indexing’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,321
Closed -$292K – 948
2024
Q3 		$292K Sell
3,321
-774
-19% -$68K 0.02% 748
2024
Q2 		$373K Buy
+4,095
New +$373K 0.02% 578