If there were individual stocks you want to trade, I would probably exclude them from the index. The index wouldn’t be aware of your other positions and could cause issues.
Alternatively, you might be able to roll your individual positions into an index.
I don’t personally trade or hold individual securities (other than some Uber from my wife’s job).
Having Frec tracking Total Index, would that now mean you can't trade all those individual stocks on other trading platforms/accounts?
If there were individual stocks you want to trade, I would probably exclude them from the index. The index wouldn’t be aware of your other positions and could cause issues.
Alternatively, you might be able to roll your individual positions into an index.
I don’t personally trade or hold individual securities (other than some Uber from my wife’s job).