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
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%
11,955
+974
791
$75K 0.01%
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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