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
$718M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.18M
3 +$1.07M
4
VZ icon
Verizon
VZ
+$929K
5
SNY icon
Sanofi
SNY
+$832K

Top Sells

1 +$1.79M
2 +$1.49M
3 +$1.08M
4
MS icon
Morgan Stanley
MS
+$855K
5
SQM icon
Sociedad Química y Minera de Chile
SQM
+$632K

Sector Composition

1 Technology 24.64%
2 Financials 14.57%
3 Healthcare 12.88%
4 Consumer Discretionary 8.96%
5 Consumer Staples 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-1,482
702
-7,037
703
-38,432
704
-70,183
705
-11,517
706
-2,068
707
-837
708
-35,965
709
-69,365
710
-4,076
711
-1,064
712
-18,071
713
-1,602