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Disclosery

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

First Trust Direct Indexing L.P. held 0 STKL shares at 2024-06-30 per its 13F-HR filed 2024-08-05.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -25,750 shares

    13F-HR 0001085146-24-003475 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 ended2024-03-31
    13F 25,750 shares
    Change vs previous 13F -2,961 shares

    0.01% of the 13F portfolio, value $176,902.

    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).

  3. period ended2023-12-31
    13F 28,711 shares
    Change vs previous 13F +7,246 shares

    0.01% of the 13F portfolio, value $157,049.

    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).

  4. period ended2023-09-30
    13F 21,465 shares
    Change vs previous 13F +4,443 shares

    0.01% of the 13F portfolio, value $72,337.

    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).

  5. period ended2023-06-30
    13F 17,022 shares
    Change vs previous 13F +2,773 shares

    0.01% of the 13F portfolio, value $113,877.

    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).

  6. period ended2023-03-31
    13F 14,249 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $109,717.

    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).