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
$898M
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1 +$1.33M
2 +$1.28M
3 +$1.05M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$996K
5
LPL icon
LG Display
LPL
+$729K

Top Sells

1 +$3.92M
2 +$1.97M
3 +$909K
4
CHT icon
Chunghwa Telecom
CHT
+$722K
5
ABBV icon
AbbVie
ABBV
+$711K

Sector Composition

1 Technology 27.5%
2 Financials 14.37%
3 Healthcare 12.22%
4 Consumer Discretionary 9.82%
5 Communication Services 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
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838
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16,284
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