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Disclosery

First Trust Direct Indexing L.P.: DDI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Trust Direct Indexing L.P. on DDI, newest first. How the timeline and the estimate are built.

First Trust Direct Indexing L.P. held 0 DDI shares at 2024-03-31 per its 13F-HR filed 2024-04-19.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -11,183 shares

    13F-HR 0001085146-24-001933 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 11,183 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $82,189.

    13F-HR 0001085146-24-000750 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).