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Disclosery

First Trust Direct Indexing L.P.: FLO 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 FLO, newest first. How the timeline and the estimate are built.

First Trust Direct Indexing L.P. held 0 FLO shares at 2023-12-31 per its 13F-HR filed 2024-02-06.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -11,726 shares

    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).

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

  2. period ended2023-09-30
    13F 11,726 shares
    Change vs previous 13F -1,577 shares

    0.03% of the 13F portfolio, value $260,081.

    13F-HR 0001085146-23-003973 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).

  3. period ended2023-06-30
    13F 13,303 shares
    Change vs previous 13F -6,134 shares

    0.04% of the 13F portfolio, value $330,977.

    13F-HR 0001085146-23-002686 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).

  4. period ended2023-03-31
    13F 19,437 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $532,767.

    13F-HR 0001085146-23-001899 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).