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

Top Sells

1
+$785K
2
+$711K
3
+$677K
4
ITCL
Banco Itau Chile American Depositary Shares (each representing one third of one (1/3) Common Share)
ITCL
+$519K
5
LPL icon
LG Display
LPL
+$495K

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
676
$223K 0.02%
2,460
-324
677
$221K 0.02%
1,713
-1,142
678
$221K 0.02%
892
-55
679
$220K 0.02%
+1,419
680
$220K 0.02%
+721
681
$220K 0.02%
+5,340
682
$219K 0.02%
+9,584
683
$219K 0.02%
1,778
+173
684
$216K 0.02%
+2,631
685
$216K 0.02%
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686
$216K 0.02%
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687
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+5,481
688
$216K 0.02%
5,230
+393
689
$215K 0.02%
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690
$215K 0.02%
25,389
-4,615
691
$215K 0.02%
3,635
-195
692
$215K 0.02%
+1,212
693
$214K 0.02%
2,439
-43
694
$214K 0.02%
+1,674
695
$214K 0.02%
4,644
-1,242
696
$214K 0.02%
+2,212
697
$213K 0.02%
+2,283
698
$212K 0.02%
+2,610
699
$212K 0.02%
+4,385
700
$209K 0.02%
+4,581
26 27
28
29 30