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
$754M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$679K
3 +$675K
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$582K
5
TSLA icon
Tesla
TSLA
+$555K

Top Sells

1 +$2.59M
2 +$1.14M
3 +$904K
4
XOM icon
Exxon Mobil
XOM
+$778K
5
FITB icon
Fifth Third Bancorp
FITB
+$751K

Sector Composition

1 Technology 23.64%
2 Financials 15.78%
3 Healthcare 13.75%
4 Consumer Discretionary 8.73%
5 Consumer Staples 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-3,373
702
-13,209
703
-5,110
704
-6,641
705
-9,815
706
-8,365
707
-6,681
708
-1,145
709
-13,769
710
-6,527
711
-6,241
712
-6,507
713
-2,247
714
-2,056
715
-5,648
716
-2,666