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
776
$118K 0.01%
32,063
-45,127
777
$105K 0.01%
15,745
-32,127
778
$104K 0.01%
11,257
+680
779
$103K 0.01%
12,818
+2,508
780
$100K 0.01%
13,496
+851
781
$99.3K 0.01%
24,209
-249,358
782
$98.4K 0.01%
+26,252
783
$94.4K 0.01%
+41,757
784
$94K 0.01%
+21,928
785
$91.7K 0.01%
+2,413
786
$89.6K 0.01%
13,209
+1,316
787
$85.5K 0.01%
+19,268
788
$80.3K 0.01%
28,065
-17,180
789
$78.4K 0.01%
2,019
-589
790
$77.1K 0.01%
1,708
+139
791
$75K 0.01%
+21,794
792
$74.4K 0.01%
+20,671
793
$72.8K 0.01%
+10,361
794
$71.8K 0.01%
+10,801
795
$65.7K ﹤0.01%
+10,723
796
$65.3K ﹤0.01%
11,266
+421
797
$60.6K ﹤0.01%
38,877
+3,924
798
$54.3K ﹤0.01%
12,075
-2,396
799
$53.6K ﹤0.01%
+12,445
800
$47.3K ﹤0.01%
+4,891
30 31
32
33 34