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
601
$312K 0.02%
+2,371
602
$311K 0.02%
3,902
+692
603
$308K 0.02%
2,674
+38
604
$308K 0.02%
785
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605
$305K 0.02%
+1,335
606
$304K 0.02%
3,558
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607
$303K 0.02%
9,206
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608
$302K 0.02%
1,853
-649
609
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1,344
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610
$300K 0.02%
1,261
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611
$299K 0.02%
5,849
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612
$299K 0.02%
26,726
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613
$298K 0.02%
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614
$298K 0.02%
22,636
-1,698
615
$297K 0.02%
3,051
-118
616
$295K 0.02%
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617
$295K 0.02%
6,852
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618
$293K 0.02%
6,704
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619
$291K 0.02%
1,961
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620
$290K 0.02%
5,480
-2,268
621
$289K 0.02%
2,120
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622
$289K 0.02%
22,285
+2,379
623
$289K 0.02%
47,064
-1,933
624
$287K 0.02%
11,242
+1,425
625
$287K 0.02%
6,039
-867
23 24
25
26 27