First Trust Direct Indexing L.P.: XP 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 XP, newest first. How the timeline and the estimate are built.
First Trust Direct Indexing L.P. held 0 XP shares at 2024-03-31 per its 13F-HR filed 2024-04-19.
the latest 13F is the newest step
- period ended2024-03-3113F 0 sharesChange vs previous 13F -7,901 shares
13F-HR 0001085146-24-001933 filed by First Trust Direct Indexing L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2023-12-3113F 7,901 sharesChange vs previous 13F -4,162 shares
0.02% of the 13F portfolio, value $205,979.
13F-HR 0001085146-24-000750 filed by First Trust Direct Indexing L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 12,063 sharesChange vs previous 13F -5,204 shares
0.03% of the 13F portfolio, value $278,052.
13F-HR 0001085146-23-003973 filed by First Trust Direct Indexing L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 17,267 sharesChange vs previous 13F +17,267 shares
0.05% of the 13F portfolio, value $405,084.
13F-HR 0001085146-23-002686 filed by First Trust Direct Indexing L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 0 sharesChange vs previous 13F not available
13F-HR 0001085146-23-001899 filed by First Trust Direct Indexing L.P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.