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
751
$163K 0.01%
12,823
+1,558
752
$162K 0.01%
19,535
+759
753
$156K 0.01%
19,090
-493
754
$156K 0.01%
13,104
-576
755
$155K 0.01%
19,878
-3,196
756
$155K 0.01%
12,990
-563
757
$155K 0.01%
+11,762
758
$155K 0.01%
17,373
-11,804
759
$153K 0.01%
12,786
+1,376
760
$151K 0.01%
19,567
-5,822
761
$150K 0.01%
10,164
762
$148K 0.01%
15,372
+712
763
$140K 0.01%
22,223
-3,617
764
$136K 0.01%
11,121
-37,045
765
$134K 0.01%
11,627
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766
$134K 0.01%
70,304
-15,664
767
$132K 0.01%
+17,029
768
$132K 0.01%
15,768
+4,795
769
$131K 0.01%
+50,181
770
$129K 0.01%
16,404
+1,885
771
$129K 0.01%
26,849
+9,304
772
$129K 0.01%
+10,034
773
$126K 0.01%
19,670
+1,780
774
$126K 0.01%
40,159
-205
775
$125K 0.01%
+3,491
29 30
31
32 33