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
576
$345K 0.03%
7,451
+510
577
$344K 0.03%
4,400
+39
578
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12,471
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579
$342K 0.03%
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580
$341K 0.03%
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581
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15,791
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582
$340K 0.03%
17,623
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583
$338K 0.03%
6,664
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584
$338K 0.03%
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586
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587
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2,298
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588
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2,740
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589
$325K 0.02%
1,403
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590
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$321K 0.02%
1,085
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4,422
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597
$319K 0.02%
8,615
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598
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2,532
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$314K 0.02%
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600
$314K 0.02%
4,428
+4
22 23
24
25 26