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
401
$605K 0.05%
21,545
+5,501
402
$604K 0.05%
2,934
+69
403
$601K 0.05%
3,197
-1,419
404
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2,170
+337
405
$596K 0.05%
3,041
+168
406
$593K 0.05%
9,581
+3,312
407
$591K 0.05%
122,902
-14,464
408
$588K 0.05%
2,675
-162
409
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3,042
+1,278
410
$585K 0.05%
1,364
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411
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13,062
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412
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1,193
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413
$566K 0.05%
33,322
+6,246
414
$563K 0.05%
2,735
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415
$560K 0.05%
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416
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13,010
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417
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8,157
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418
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419
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5,950
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420
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5,950
+1,295
421
$553K 0.05%
47,872
-6,585
422
$545K 0.05%
1,093
+194
423
$545K 0.05%
7,629
+1,043
424
$544K 0.05%
7,021
+2,247
425
$540K 0.05%
7,340
+339
15 16
17
18 19