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
$704M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$854K
3 +$730K
4
AAPL icon
Apple
AAPL
+$718K
5
MRNA icon
Moderna
MRNA
+$591K

Top Sells

1 +$3.63M
2 +$1.1M
3 +$813K
4
INFY icon
Infosys
INFY
+$760K
5
UMC icon
United Microelectronic
UMC
+$673K

Sector Composition

1 Technology 26.51%
2 Financials 15.25%
3 Healthcare 11.31%
4 Consumer Discretionary 10.85%
5 Communication Services 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
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+31,612
602
$175K 0.02%
24,351
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603
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