First Trust Direct Indexing’s Zillow Z Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,368	Closed	-$215K	–	959
2024 Q3	$215K	Buy	+3,368	New	+$215K	0.01%	890
2021 Q3	–	Sell	-2,004	Closed	-$245K	–	688
2021 Q2	$245K	Buy	+2,004	New	+$245K	0.04%	513