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
476
$434K 0.04%
17,977
+2,861
477
$434K 0.04%
3,134
+646
478
$433K 0.04%
971
+197
479
$433K 0.04%
11,338
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480
$431K 0.04%
12,506
+2,104
481
$429K 0.04%
4,343
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482
$427K 0.04%
7,074
+1,890
483
$424K 0.04%
3,593
+548
484
$424K 0.04%
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+291
485
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9,808
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486
$423K 0.04%
4,476
-96
487
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+8,546
488
$422K 0.04%
1,855
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489
$421K 0.04%
3,197
+1,017
490
$420K 0.04%
5,186
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491
$420K 0.04%
2,617
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492
$419K 0.04%
8,410
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493
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494
$408K 0.04%
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495
$406K 0.04%
5,243
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496
$403K 0.04%
3,616
+1,259
497
$403K 0.04%
+5,758
498
$403K 0.04%
2,256
+189
499
$402K 0.04%
2,479
-65
500
$402K 0.04%
14,891
+5,710
18 19
20
21 22