First Trust Direct Indexing’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,814	Closed	-$490K	–	950
2024 Q3	$490K	Buy	10,814 +2,933	+37%	+$133K	0.03%	556
2024 Q2	$324K	Buy	7,881 +1,430	+22%	+$58.8K	0.02%	640
2024 Q1	$272K	Hold	6,451	–	–	0.02%	637
2023 Q4	$243K	Buy	+6,451	New	+$243K	0.02%	644