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
576
$345K 0.03%
7,451
+510
577
$344K 0.03%
4,400
+39
578
$344K 0.03%
12,471
+843
579
$342K 0.03%
4,861
+93
580
$341K 0.03%
6,353
+185
581
$340K 0.03%
15,791
-45,025
582
$340K 0.03%
17,623
-6,356
583
$338K 0.03%
6,664
+104
584
$338K 0.03%
2,992
+438
585
$337K 0.03%
20,229
-8,428
586
$332K 0.02%
20,006
-86
587
$330K 0.02%
2,298
+15
588
$330K 0.02%
2,740
+962
589
$325K 0.02%
1,403
+224
590
$324K 0.02%
3,041
+286
591
$324K 0.02%
21,725
-2,370
592
$323K 0.02%
3,169
-72
593
$322K 0.02%
3,586
-108
594
$322K 0.02%
1,953
+7
595
$321K 0.02%
1,085
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596
$321K 0.02%
4,422
+689
597
$319K 0.02%
8,615
-1,584
598
$315K 0.02%
2,532
+165
599
$314K 0.02%
2,738
-92
600
$314K 0.02%
4,428
+4
22 23
24
25 26