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
$898M
AUM Growth
+$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.04M
3
+$958K
4
AMZN icon
Amazon
AMZN
+$923K
5
LPL icon
LG Display
LPL
+$733K

Top Sells

1
+$3.61M
2
+$1.97M
3
+$949K
4
CHT icon
Chunghwa Telecom
CHT
+$786K
5
ABBV icon
AbbVie
ABBV
+$774K

Sector Composition

1 Technology 27.5%
2 Financials 14.37%
3 Healthcare 12.22%
4 Consumer Discretionary 9.82%
5 Communication Services 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$57.9K 0.01%
12,756
+1,799
702
$57K 0.01%
+26,757
703
$46.4K 0.01%
8,109
+5,017
704
$44.2K ﹤0.01%
+11,590
705
$43.1K ﹤0.01%
+11,376
706
$41.9K ﹤0.01%
+15,398
707
$38.8K ﹤0.01%
12,215
-674
708
$37K ﹤0.01%
11,598
-931
709
$5.56K ﹤0.01%
+524
710
$4.7K ﹤0.01%
167
711
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712
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-4,784
713
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714
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715
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716
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717
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718
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719
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720
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721
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722
– –
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723
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724
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725
– –
-9,069
27 28
29
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