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
676
$236K 0.02%
8,292
+435
677
$236K 0.02%
4,596
-75
678
$236K 0.02%
2,639
+71
679
$235K 0.02%
+6,593
680
$234K 0.02%
6,318
-1,406
681
$234K 0.02%
4,891
-339
682
$234K 0.02%
956
+64
683
$234K 0.02%
+2,490
684
$232K 0.02%
2,175
-37
685
$232K 0.02%
+2,764
686
$232K 0.02%
+1,822
687
$231K 0.02%
75,865
-124,246
688
$230K 0.02%
+3,721
689
$229K 0.02%
+743
690
$229K 0.02%
+1,714
691
$228K 0.02%
5,672
-1,849
692
$227K 0.02%
8,936
-275
693
$224K 0.02%
2,644
694
$223K 0.02%
7,389
-700
695
$223K 0.02%
+7,582
696
$222K 0.02%
+8,213
697
$222K 0.02%
+7,284
698
$221K 0.02%
+135
699
$221K 0.02%
1,601
+88
700
$219K 0.02%
25,791
-1,528
26 27
28
29 30