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
$371M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,127
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$15.6M
3 +$13.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.05M
5
META icon
Meta Platforms (Facebook)
META
+$6.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.82%
2 Financials 14.05%
3 Healthcare 12.11%
4 Consumer Discretionary 11.32%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$24K 0.01%
+1,185
852
$24K 0.01%
+342
853
$22K 0.01%
+1,105
854
$22K 0.01%
+340
855
$21K 0.01%
+703
856
$20K 0.01%
+1,017
857
$20K 0.01%
+126
858
$20K 0.01%
+3,285
859
$19K 0.01%
+105
860
$19K 0.01%
+114
861
$19K 0.01%
+237
862
$19K 0.01%
+60
863
$19K 0.01%
+563
864
$19K 0.01%
+378
865
$18K ﹤0.01%
+329
866
$18K ﹤0.01%
+314
867
$17K ﹤0.01%
+85
868
$17K ﹤0.01%
+5,269
869
$17K ﹤0.01%
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870
$17K ﹤0.01%
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871
$17K ﹤0.01%
+1,560
872
$17K ﹤0.01%
+495
873
$16K ﹤0.01%
+1,000
874
$16K ﹤0.01%
+451
875
$16K ﹤0.01%
+453