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
$1.12B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$8.13M
3
+$4.31M
4
AMZN icon
Amazon
AMZN
+$2.8M
5
UNH icon
UnitedHealth
UNH
+$2.42M

Top Sells

1
+$785K
2
+$711K
3
+$677K
4
ITCL
Banco Itau Chile American Depositary Shares (each representing one third of one (1/3) Common Share)
ITCL
+$519K
5
LPL icon
LG Display
LPL
+$495K

Sector Composition

1 Technology 27.7%
2 Financials 15.06%
3 Healthcare 11.88%
4 Consumer Discretionary 9.86%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$694K 0.06%
5,459
-707
352
$694K 0.06%
12,407
-372
353
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5,061
+730
354
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3,621
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355
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4,193
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356
$683K 0.06%
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357
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35,012
-11,059
358
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359
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107,474
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360
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361
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363
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8,674
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364
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14,181
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365
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368
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369
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370
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10,877
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371
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27,806
+3,283
372
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3,785
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373
$648K 0.06%
200,111
-61,420
374
$648K 0.06%
35,916
+8,774
375
$644K 0.06%
7,368
+861
13 14
15
16 17