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
+425
579
$245K 0.03%
+2,180
580
$245K 0.03%
3,088
-38
581
$245K 0.03%
3,284
-200
582
$244K 0.03%
931
+93
583
$243K 0.03%
1,716
-10
584
$243K 0.03%
10,314
+282
585
$243K 0.03%
3,244
-5,071
586
$242K 0.03%
3,958
+232
587
$242K 0.03%
1,906
-165
588
$242K 0.03%
9,054
+21
589
$241K 0.03%
+3,916
590
$241K 0.03%
9,954
-1,576
591
$240K 0.03%
5,838
-349
592
$238K 0.03%
+3,141
593
$237K 0.03%
+3,435
594
$237K 0.03%
2,357
+47
595
$236K 0.03%
5,112
+876
596
$235K 0.03%
2,748
+306
597
$235K 0.03%
5,658
+200
598
$235K 0.03%
8,272
-495
599
$234K 0.03%
3,693
+71
600
$234K 0.03%
21,727
+1,365