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
$1.34B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.47M
3
+$6.3M
4
AAPL icon
Apple
AAPL
+$5.92M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.97M

Top Sells

1
+$1.56M
2
+$1.28M
3
+$1.02M
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$1.02M
5
KB icon
KB Financial Group
KB
+$1M

Sector Composition

1 Technology 29.01%
2 Financials 14.73%
3 Healthcare 11.54%
4 Consumer Discretionary 9.72%
5 Communication Services 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$779K 0.06%
6,949
+529
352
$779K 0.06%
7,975
+305
353
$779K 0.06%
5,827
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354
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355
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14,668
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356
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17,796
-2,951
357
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4,423
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358
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2,804
+574
359
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48,155
+4,705
360
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14,540
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361
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47,872
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362
$755K 0.06%
9,061
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363
$748K 0.06%
1,429
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364
$747K 0.06%
12,290
-1,480
365
$742K 0.06%
13,053
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366
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4,288
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367
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53,035
-12,691
368
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369
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721
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$727K 0.05%
14,693
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3,693
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372
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373
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11,114
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374
$716K 0.05%
1,818
+159
375
$708K 0.05%
20,291
+389
13 14
15
16 17