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
$1.12B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1 +$8.44M
2 +$8.13M
3 +$4.31M
4
AMZN icon
Amazon
AMZN
+$2.8M
5
UNH icon
UnitedHealth
UNH
+$2.42M

Sector Composition

1 Technology 27.7%
2 Financials 15.06%
3 Healthcare 11.88%
4 Consumer Discretionary 9.86%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.96M 0.18%
27,890
+4,297
127
$1.95M 0.17%
22,893
+3,072
128
$1.94M 0.17%
39,122
+3,536
129
$1.9M 0.17%
87,803
+20,418
130
$1.9M 0.17%
28,151
-388
131
$1.85M 0.17%
4,015
+505
132
$1.85M 0.17%
14,394
+1,489
133
$1.85M 0.17%
44,684
-6,063
134
$1.84M 0.16%
6,135
-623
135
$1.83M 0.16%
32,675
+7,736
136
$1.82M 0.16%
35,341
+7,867
137
$1.81M 0.16%
97,105
+12,100
138
$1.8M 0.16%
9,522
-128
139
$1.8M 0.16%
3,096
+569
140
$1.79M 0.16%
50,650
+3,331
141
$1.76M 0.16%
18,130
+1,965
142
$1.75M 0.16%
8,308
+1,301
143
$1.75M 0.16%
422,336
+28,606
144
$1.74M 0.16%
12,239
+3,803
145
$1.73M 0.16%
13,027
+1,768
146
$1.73M 0.15%
26,545
-1,082
147
$1.72M 0.15%
27,454
+1,040
148
$1.7M 0.15%
15,152
+1,277
149
$1.7M 0.15%
92,604
+9,642
150
$1.69M 0.15%
6,679
+637