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
$823M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1 +$6.97M
2 +$3.91M
3 +$3.87M
4
MSFT icon
Microsoft
MSFT
+$3.17M
5
SHEL icon
Shell
SHEL
+$2.07M

Sector Composition

1 Technology 26.56%
2 Financials 15.06%
3 Healthcare 11.27%
4 Consumer Discretionary 10.04%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-2,235
702
-470
703
-1,093
704
-10,181
705
-11,315
706
-12,936
707
-7,944
708
-4,263
709
-6,586
710
-31,229
711
$0 ﹤0.01%
+10,046
712
$0 ﹤0.01%
35,965
-39,665
713
-13,438
714
-3,163
715
-2,210