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
701
$219K 0.02%
+1,833
702
$218K 0.02%
+1,858
703
$218K 0.02%
31,986
+1,501
704
$216K 0.02%
+2,630
705
$215K 0.02%
+1,275
706
$215K 0.02%
+10,737
707
$214K 0.02%
+1,554
708
$214K 0.02%
1,151
-61
709
$213K 0.02%
2,694
-175
710
$212K 0.02%
+774
711
$212K 0.02%
+666
712
$211K 0.02%
+3,397
713
$211K 0.02%
+779
714
$211K 0.02%
+2,671
715
$210K 0.02%
+722
716
$210K 0.02%
+12,730
717
$210K 0.02%
5,159
-494
718
$210K 0.02%
+3,891
719
$208K 0.02%
+813
720
$208K 0.02%
+2,785
721
$208K 0.02%
11,582
-902
722
$208K 0.02%
+2,451
723
$207K 0.02%
+7,764
724
$207K 0.02%
+1,791
725
$206K 0.02%
12,434
-501
27 28
29
30 31