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
476
$486K 0.04%
2,644
+388
477
$484K 0.04%
7,510
-11
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$484K 0.04%
2,107
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480
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3,232
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$480K 0.04%
15,029
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482
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483
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4,627
-1,323
484
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34,105
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485
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486
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488
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10,527
-1,407
489
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32,725
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490
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15,384
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16,027
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494
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495
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11,081
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$444K 0.03%
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$443K 0.03%
1,102
+321
18 19
20
21 22