FTDI
First Trust Direct Indexing Portfolio holdings
AUM
$1.87B
1-Year Return
43.63%
This Quarter Return
-1.41%
1 Year Return
+43.63%
3 Year Return
+69.07%
5 Year Return
–
10 Year Return
–
AUM
$823M
AUM Growth
+$51.1M
(+6.6%)
Cap. Flow
+$84.6M
Cap. Flow
% of AUM
10.29%
Top 10 Holdings %
Top 10 Hldgs %
23.27%
Holding
715
New
50
Increased
477
Reduced
130
Closed
44
Top Buys
| 1 |
Apple
AAPL
|
$6.97M |
| 2 |
Fifth Third Bancorp
FITB
|
$3.91M |
| 3 |
Amazon
AMZN
|
$3.87M |
| 4 |
Microsoft
MSFT
|
$3.17M |
| 5 |
Shell
SHEL
|
$2.07M |
Top Sells
Sector Composition
| 1 | Technology | 26.56% |
| 2 | Financials | 15.06% |
| 3 | Healthcare | 11.27% |
| 4 | Consumer Discretionary | 10.04% |
| 5 | Communication Services | 8.56% |
