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
726
$206K 0.02%
4,542
-36
727
$206K 0.02%
+2,598
728
$205K 0.02%
+610
729
$205K 0.02%
+1,505
730
$205K 0.02%
+3,095
731
$204K 0.02%
+9,717
732
$204K 0.02%
+784
733
$204K 0.02%
+1,328
734
$203K 0.02%
+1,652
735
$203K 0.02%
+1,622
736
$203K 0.02%
+2,416
737
$202K 0.02%
+25
738
$202K 0.02%
+907
739
$202K 0.02%
12,709
-17,606
740
$202K 0.02%
+645
741
$201K 0.01%
+1,594
742
$201K 0.01%
3,895
+3
743
$200K 0.01%
+5,179
744
$200K 0.01%
+2,087
745
$194K 0.01%
12,623
+765
746
$177K 0.01%
25,750
-2,961
747
$165K 0.01%
13,138
+12
748
$165K 0.01%
12,875
-7,163
749
$164K 0.01%
21,686
+42
750
$164K 0.01%
18,147
-43,561
28 29
30
31 32