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
$772M
AUM Growth
+$68.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1 +$488K
2 +$461K
3 +$445K
4
CLVT icon
Clarivate
CLVT
+$432K
5
T icon
AT&T
T
+$403K

Sector Composition

1 Technology 28.45%
2 Financials 14.08%
3 Healthcare 11.2%
4 Consumer Discretionary 10.96%
5 Communication Services 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$137K 0.02%
25,661
-624
627
$137K 0.02%
12,954
-273
628
$133K 0.02%
28,080
+4,980
629
$133K 0.02%
10,534
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$131K 0.02%
19,272
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631
$131K 0.02%
33,252
-20,661
632
$130K 0.02%
10,329
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633
$127K 0.02%
11,566
-487
634
$123K 0.02%
11,075
635
$123K 0.02%
5,310
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636
$122K 0.02%
+12,057
637
$119K 0.02%
38,352
-5,420
638
$116K 0.02%
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$115K 0.01%
14,582
-7,572
640
$112K 0.01%
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$108K 0.01%
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642
$104K 0.01%
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643
$103K 0.01%
11,205
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644
$102K 0.01%
30,039
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645
$101K 0.01%
11,205
646
$98K 0.01%
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647
$94K 0.01%
6,602
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648
$94K 0.01%
3,016
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649
$91K 0.01%
10,181
-1,238
650
$91K 0.01%
14,992
-1,773