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
$1.34B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$9.47M
3
+$6.3M
4
AAPL icon
Apple
AAPL
+$5.92M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.97M

Top Sells

1
+$1.56M
2
+$1.28M
3
+$1.02M
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$1.02M
5
KB icon
KB Financial Group
KB
+$1M

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
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+2,630
705
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706
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707
$214K 0.02%
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708
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-61
709
$213K 0.02%
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-175
710
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711
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712
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713
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715
$210K 0.02%
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716
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+12,730
717
$210K 0.02%
5,159
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718
$210K 0.02%
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719
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721
$208K 0.02%
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723
$207K 0.02%
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724
$207K 0.02%
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725
$206K 0.02%
12,434
-501
27 28
29
30 31