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
976
$7K ﹤0.01%
+545
977
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+74
978
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+210
979
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983
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984
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985
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+1,272
986
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996
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997
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998
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999
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1000
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+25