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
$823M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1 +$6.97M
2 +$3.91M
3 +$3.87M
4
MSFT icon
Microsoft
MSFT
+$3.17M
5
SHEL icon
Shell
SHEL
+$2.07M

Sector Composition

1 Technology 26.56%
2 Financials 15.06%
3 Healthcare 11.27%
4 Consumer Discretionary 10.04%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$445K 0.05%
9,344
-379
402
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7,797
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6,838
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408
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