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
$875M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.71M
3
+$1.61M
4
ABBV icon
AbbVie
ABBV
+$1.05M
5
TSLA icon
Tesla
TSLA
+$768K

Top Sells

1
+$3.46M
2
+$1.83M
3
+$1.55M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.31M
5
AMZN icon
Amazon
AMZN
+$948K

Sector Composition

1 Technology 26.72%
2 Financials 15.02%
3 Healthcare 12.2%
4 Consumer Discretionary 9.82%
5 Communication Services 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$248K 0.03%
3,156
-583
577
$247K 0.03%
+4,687
578
$246K 0.03%
3,524
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579
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581
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582
$244K 0.03%
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$243K 0.03%
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584
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586
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$242K 0.03%
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588
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589
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590
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594
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$235K 0.03%
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$234K 0.03%
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$234K 0.03%
21,727
+1,365
22 23
24
25 26