FTDI

First Trust Direct Indexing Portfolio holdings

AUM $1.87B
1-Year Est. Return 43.63%
This Quarter Est. Return
1 Year Est. Return
+43.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$875M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.71M
3
+$1.61M
4
ABBV icon
AbbVie
ABBV
+$1.05M
5
TSLA icon
Tesla
TSLA
+$768K

Top Sells

1
+$3.46M
2
+$1.83M
3
+$1.55M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.31M
5
AMZN icon
Amazon
AMZN
+$948K

Sector Composition

1 Technology 26.72%
2 Financials 15.02%
3 Healthcare 12.2%
4 Consumer Discretionary 9.82%
5 Communication Services 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$575K 0.07%
1,170
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352
$573K 0.07%
21,851
-323
353
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39,183
-20,457
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357
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4,093
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373
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374
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2,667
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375
$536K 0.06%
14,198
-13,049
13 14
15
16 17