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
651
$238K 0.02%
1,225
+134
652
$237K 0.02%
6,598
+760
653
$235K 0.02%
1,846
-60
654
$234K 0.02%
982
-513
655
$233K 0.02%
+2,828
656
$232K 0.02%
2,924
+421
657
$232K 0.02%
+744
658
$232K 0.02%
+5,500
659
$232K 0.02%
+6,318
660
$231K 0.02%
8,089
-2,531
661
$231K 0.02%
+777
662
$231K 0.02%
+3,129
663
$230K 0.02%
4,578
-109
664
$230K 0.02%
12,935
-551
665
$230K 0.02%
+1,513
666
$229K 0.02%
23,074
-5,950
667
$229K 0.02%
3,733
+150
668
$228K 0.02%
20,038
-1,689
669
$227K 0.02%
+2,910
670
$227K 0.02%
1,179
-185
671
$227K 0.02%
+4,341
672
$225K 0.02%
27,319
+10,947
673
$224K 0.02%
+9,817
674
$223K 0.02%
2,575
-1,010
675
$223K 0.02%
5,253
-4,659