FTDI
First Trust Direct Indexing Portfolio holdings
AUM
$1.87B
1-Year Return
43.63%
This Quarter Return
-5.16%
1 Year Return
+43.63%
3 Year Return
+69.07%
5 Year Return
–
10 Year Return
–
AUM
$685M
AUM Growth
-$33.3M
(-4.6%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
1.69%
Top 10 Holdings %
Top 10 Hldgs %
21.27%
Holding
685
New
41
Increased
325
Reduced
258
Closed
40
Top Buys
| 1 |
NIO
NIO
|
+$4.26M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$947K |
| 3 |
ING
ING
|
+$553K |
| 4 |
Sumitomo Mitsui Financial
SMFG
|
+$528K |
| 5 |
Zoetis
ZTS
|
+$511K |
Top Sells
| 1 |
Sociedad Química y Minera de Chile
SQM
|
+$761K |
| 2 |
Apple
AAPL
|
+$604K |
| 3 |
Adobe
ADBE
|
+$600K |
| 4 |
LFC
China Life Insurance Company Ltd.
LFC
|
+$555K |
| 5 |
Chunghwa Telecom
CHT
|
+$379K |
Sector Composition
| 1 | Technology | 24.09% |
| 2 | Financials | 14.79% |
| 3 | Healthcare | 12.98% |
| 4 | Consumer Discretionary | 10.32% |
| 5 | Consumer Staples | 8.46% |
