FTDI

First Trust Direct Indexing Portfolio holdings

AUM $1.87B
1-Year Est. Return 43.63%
This Fund
S&P 500
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
+$11.1M
2
+$7.59M
3
+$6.28M
4
AMZN icon
Amazon
AMZN
+$5.83M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.71M

Top Sells

1
+$1.56M
2
+$1.26M
3
+$1.12M
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$1.02M
5
SKM icon
SK Telecom
SKM
+$965K

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
526
$408K 0.03%
2,160
+363
527
$408K 0.03%
898
+196
528
$408K 0.03%
3,766
+299
529
$408K 0.03%
4,763
+1,529
530
$408K 0.03%
950
-21
531
$405K 0.03%
6,518
-40
532
$405K 0.03%
9,300
+890
533
$405K 0.03%
3,344
+944
534
$404K 0.03%
5,356
+215
535
$404K 0.03%
3,131
+537
536
$399K 0.03%
18,417
-135
537
$397K 0.03%
2,656
-242
538
$397K 0.03%
7,433
+3,092
539
$396K 0.03%
5,046
+671
540
$393K 0.03%
5,813
+161
541
$393K 0.03%
+1,572
542
$393K 0.03%
3,936
+478
543
$388K 0.03%
7,525
+975
544
$387K 0.03%
6,322
-624
545
$386K 0.03%
+2,372
546
$384K 0.03%
4,392
+543
547
$384K 0.03%
2,315
-164
548
$382K 0.03%
2,157
+278
549
$379K 0.03%
914
+123
550
$379K 0.03%
4,257
+182
20 21
22
23 24