FTDI

First Trust Direct Indexing Portfolio holdings

AUM $1.87B
1-Year Est. Return 43.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.59M
3
+$6.28M
4
AMZN icon
Amazon
AMZN
+$5.83M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.71M

Top Sells

1
+$1.56M
2
+$1.26M
3
+$1.12M
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$1.02M
5
SKM icon
SK Telecom
SKM
+$965K

Sector Composition

1 Technology 29.01%
2 Financials 14.73%
3 Healthcare 11.54%
4 Consumer Discretionary 9.72%
5 Communication Services 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$256K 0.02%
7,369
+196
652
$255K 0.02%
3,501
+372
653
$254K 0.02%
+2,414
654
$253K 0.02%
+4,915
655
$253K 0.02%
3,415
+71
656
$252K 0.02%
+1,419
657
$251K 0.02%
+4,025
658
$250K 0.02%
+10,521
659
$249K 0.02%
+4,243
660
$249K 0.02%
2,751
+312
661
$248K 0.02%
1,903
-2,210
662
$248K 0.02%
+8,729
663
$248K 0.02%
6,726
-2,215
664
$247K 0.02%
+966
665
$247K 0.02%
1,305
-2,316
666
$246K 0.02%
45,729
-20,135
667
$245K 0.02%
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668
$245K 0.02%
44,549
+2,931
669
$245K 0.02%
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670
$244K 0.02%
883
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671
$243K 0.02%
1,524
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672
$241K 0.02%
14,703
+23
673
$241K 0.02%
3,030
+120
674
$240K 0.02%
1,481
-108
675
$237K 0.02%
2,365
+85
25 26
27
28 29