FTDI
First Trust Direct Indexing’s XP XP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,901
| Closed | -$206K | – | 855 |
|
|
2023
Q4 | $206K | Sell |
7,901
-4,162
| -35% | -$109K | 0.02% | 706 |
|
|
2023
Q3 | $278K | Sell |
12,063
-5,204
| -30% | -$120K | 0.03% | 541 |
|
|
2023
Q2 | $405K | Buy |
+17,267
| New | +$405K | 0.05% | 467 |
|
|
2023
Q1 | – | Sell |
-12,329
| Closed | -$189K | – | 723 |
|
|
2022
Q4 | $189K | Buy |
+12,329
| New | +$189K | 0.03% | 634 |
|