FTDI
First Trust Direct Indexing’s ZTO Express ZTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,954
| Closed | -$241K | – | 779 |
|
|
2023
Q3 | $241K | Sell |
9,954
-1,576
| -14% | -$38.1K | 0.03% | 590 |
|
|
2023
Q2 | $289K | Sell |
11,530
-1,295
| -10% | -$32.5K | 0.03% | 555 |
|
|
2023
Q1 | $368K | Buy |
12,825
+2,996
| +30% | +$85.9K | 0.04% | 481 |
|
|
2022
Q4 | $264K | Buy |
+9,829
| New | +$264K | 0.04% | 541 |
|