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
551
$336K 0.03%
1,527
+187
552
$335K 0.03%
8,941
-1,146
553
$335K 0.03%
702
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$334K 0.03%
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555
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556
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34,529
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557
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558
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559
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560
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561
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564
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+4,375
565
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2,400
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573
$312K 0.03%
77,190
-12,277
574
$311K 0.03%
2,837
575
$309K 0.03%
11,392
+1,078
21 22
23
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