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
426
$539K 0.05%
2,212
-254
427
$539K 0.05%
2,230
+405
428
$538K 0.05%
23,979
-955
429
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18,751
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430
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4,113
-45
431
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11,874
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432
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6,946
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433
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434
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435
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436
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437
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438
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28,657
-10,526
439
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34,509
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440
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441
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445
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446
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447
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417
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448
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8,342
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449
$482K 0.04%
7,882
-314
450
$480K 0.04%
60,900
-6,329
16 17
18
19 20