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
$1.12B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1 +$8.44M
2 +$8.13M
3 +$4.31M
4
AMZN icon
Amazon
AMZN
+$2.8M
5
UNH icon
UnitedHealth
UNH
+$2.42M

Sector Composition

1 Technology 27.7%
2 Financials 15.06%
3 Healthcare 11.88%
4 Consumer Discretionary 9.86%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$259K 0.02%
3,234
+192
627
$257K 0.02%
7,173
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628
$256K 0.02%
+1,101
629
$255K 0.02%
5,610
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$254K 0.02%
14,800
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$254K 0.02%
29,177
-7,577
632
$254K 0.02%
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633
$253K 0.02%
28,037
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634
$251K 0.02%
9,211
-1,191
635
$251K 0.02%
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$249K 0.02%
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637
$246K 0.02%
939
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$245K 0.02%
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640
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$244K 0.02%
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643
$243K 0.02%
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644
$243K 0.02%
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$242K 0.02%
19,906
-15,055
646
$242K 0.02%
608
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$242K 0.02%
1,198
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648
$242K 0.02%
3,344
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649
$240K 0.02%
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650
$240K 0.02%
+1,760