Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Veriti Management

Latest statistics and disclosures from First Trust Direct Indexing's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, AAPL, NVDA, AMZN, GOOGL, and represent 20.33% of First Trust Direct Indexing's stock portfolio.
Added to shares of these 10 stocks: MSFT (+$12M), NVDA (+$9.5M), WMT (+$7.0M), AMZN (+$6.3M), AAPL (+$5.9M), GOOGL, META, BRK.B, AVDE, LLY.
Started 105 new stock positions in ALTM, BBY, DDD, LAMR, JXN, PDM, SU, WIX, ALKS, APPS.
Reduced shares in these 10 stocks: BCH, CHT, LPL, SQM, KB, SKM, SHG, KT, TSM, PKX.
Sold out of its positions in AMX, APA, AIT, BCE, BIDU, BCH, BSAC, BGNE, BAK, CHRW.
First Trust Direct Indexing was a net buyer of stock by $125M.
First Trust Direct Indexing has $1.3B in assets under management (AUM), dropping by 20.38%.
Central Index Key (CIK): 0001845469

Tip: Access up to 7 years of quarterly data

Positions held by Veriti Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for First Trust Direct Indexing

First Trust Direct Indexing holds 806 positions in its portfolio as reported in the March 2024 quarterly 13F filing

First Trust Direct Indexing has 806 total positions. Only the first 250 positions are shown.

Sign up to view all of the First Trust Direct Indexing March 31, 2024 positions
Download the First Trust Direct Indexing March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	5.9	$80M	+16%	190k	420.72	View chart
Apple (AAPL)	4.6	$62M	+10%	364k	171.48	View chart
NVIDIA Corporation (NVDA)	4.2	$57M	+20%	63k	903.56	View chart
Amazon (AMZN)	2.8	$38M	+19%	212k	180.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.7	$36M	+15%	239k	150.93	View chart
Meta Platforms Cl A (META)	1.9	$25M	+16%	51k	485.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$21M	+9%	51k	420.52	View chart
JPMorgan Chase & Co. (JPM)	1.2	$16M	+8%	78k	200.30	View chart
Broadcom (AVGO)	1.0	$14M	+9%	11k	1325.41	View chart
Eli Lilly & Co. (LLY)	1.0	$14M	+12%	17k	777.98	View chart
Exxon Mobil Corporation (XOM)	1.0	$13M	+11%	112k	116.24	View chart
Visa Com Cl A (V)	0.8	$11M	+7%	39k	279.08	View chart
Home Depot (HD)	0.8	$11M	+12%	28k	383.59	View chart
Tesla Motors (TSLA)	0.8	$10M	+4%	58k	175.79	View chart
Costco Wholesale Corporation (COST)	0.8	$10M	+10%	14k	732.63	View chart
Mastercard Incorporated Cl A (MA)	0.7	$9.9M	+14%	21k	481.56	View chart
Wal-Mart Stores (WMT)	0.7	$9.8M	+251%	162k	60.17	View chart
Procter & Gamble Company (PG)	0.7	$9.1M	+11%	56k	162.25	View chart
Novo-nordisk A S Adr (NVO)	0.7	$8.8M		69k	128.40	View chart
Johnson & Johnson (JNJ)	0.7	$8.8M	+10%	56k	158.19	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.6	$8.2M	-8%	60k	136.05	View chart
Pepsi (PEP)	0.6	$7.6M	+3%	43k	175.01	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.5	$7.1M	+2%	7.4k	970.52	View chart
Advanced Micro Devices (AMD)	0.5	$7.1M	+18%	40k	180.49	View chart
UnitedHealth (UNH)	0.5	$6.8M		14k	494.69	View chart
McDonald's Corporation (MCD)	0.5	$6.8M	+9%	24k	281.95	View chart
Walt Disney Company (DIS)	0.5	$6.8M	+13%	55k	122.36	View chart
Chevron Corporation (CVX)	0.5	$6.7M	+18%	43k	157.74	View chart
Merck & Co (MRK)	0.5	$6.4M	+18%	48k	131.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$6.3M	+4%	42k	152.26	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.5	$6.3M	+9%	18k	346.61	View chart
Abbvie (ABBV)	0.5	$6.3M	+20%	35k	182.10	View chart
Netflix (NFLX)	0.5	$6.3M	+14%	10k	607.33	View chart
salesforce (CRM)	0.5	$6.2M	+9%	21k	301.18	View chart
Coca-Cola Company (KO)	0.5	$6.2M	+6%	101k	61.18	View chart
Oracle Corporation (ORCL)	0.4	$6.0M	+14%	48k	125.61	View chart
Cisco Systems (CSCO)	0.4	$5.9M	+9%	119k	49.91	View chart
Bank of America Corporation (BAC)	0.4	$5.9M	+10%	155k	37.92	View chart
Linde SHS (LIN)	0.4	$5.8M	+13%	12k	464.31	View chart
Caterpillar (CAT)	0.4	$5.6M	+13%	15k	366.43	View chart
Abbott Laboratories (ABT)	0.4	$5.4M	+6%	47k	113.66	View chart
Intuit (INTU)	0.4	$4.9M	+16%	7.5k	650.04	View chart
Toyota Motor Corp Ads (TM)	0.4	$4.8M		19k	251.68	View chart
Adobe Systems Incorporated (ADBE)	0.4	$4.8M	+7%	9.5k	504.60	View chart
International Business Machines (IBM)	0.3	$4.7M	+11%	24k	190.96	View chart
Verizon Communications (VZ)	0.3	$4.6M	+2%	111k	41.96	View chart
Comcast Corp Cl A (CMCSA)	0.3	$4.6M	+7%	107k	43.35	View chart
Automatic Data Processing (ADP)	0.3	$4.6M	+22%	18k	249.74	View chart
Wells Fargo & Company (WFC)	0.3	$4.6M	+8%	79k	57.96	View chart
Shell Spon Ads (SHEL)	0.3	$4.4M	-6%	66k	67.04	View chart
Qualcomm (QCOM)	0.3	$4.4M	+17%	26k	169.30	View chart
Union Pacific Corporation (UNP)	0.3	$4.3M	+10%	18k	245.93	View chart
Intel Corporation (INTC)	0.3	$4.3M	+10%	98k	44.17	View chart
American Express Company (AXP)	0.3	$4.3M	+8%	19k	227.70	View chart
Anthem (ELV)	0.3	$4.3M	+7%	8.3k	518.54	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.3	$4.2M	-3%	414k	10.23	View chart
Progressive Corporation (PGR)	0.3	$4.2M	+4%	20k	206.82	View chart
Texas Instruments Incorporated (TXN)	0.3	$4.1M	+11%	24k	174.21	View chart
Nextera Energy (NEE)	0.3	$4.1M		64k	63.91	View chart
Intuitive Surgical Com New (ISRG)	0.3	$4.1M	+6%	10k	399.09	View chart
Stryker Corporation (SYK)	0.3	$4.1M	+6%	11k	357.86	View chart
Sap Se Spon Adr (SAP)	0.3	$4.1M		21k	195.03	View chart
Lowe's Companies (LOW)	0.3	$4.0M	+11%	16k	254.73	View chart
Applied Materials (AMAT)	0.3	$3.9M	+9%	19k	206.23	View chart
Eaton Corp SHS (ETN)	0.3	$3.9M	+10%	12k	312.67	View chart
Servicenow (NOW)	0.3	$3.8M	+9%	5.0k	762.40	View chart
Goldman Sachs (GS)	0.3	$3.7M	+14%	8.9k	417.70	View chart
TJX Companies (TJX)	0.3	$3.6M	+10%	36k	101.42	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.3	$3.6M	-2%	302k	11.77	View chart
Chubb (CB)	0.3	$3.5M		14k	259.14	View chart
Danaher Corporation (DHR)	0.3	$3.5M	+15%	14k	249.72	View chart
Honeywell International (HON)	0.3	$3.5M	+9%	17k	205.25	View chart
Lam Research Corporation (LRCX)	0.3	$3.5M	+12%	3.6k	971.64	View chart
BlackRock (BLK)	0.3	$3.4M	+12%	4.1k	833.73	View chart
Marathon Petroleum Corp (MPC)	0.3	$3.4M	+3%	17k	201.50	View chart
S&p Global (SPGI)	0.3	$3.4M	+15%	7.9k	425.43	View chart
At&t (T)	0.3	$3.4M	+3%	191k	17.60	View chart
Totalenergies Se Sponsored Ads (TTE)	0.2	$3.4M	-7%	49k	68.83	View chart
ConocoPhillips (COP)	0.2	$3.3M	+5%	26k	127.28	View chart
Booking Holdings (BKNG)	0.2	$3.3M	+10%	905.00	3627.96	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$3.3M	+2%	3.4k	962.49	View chart
Prologis (PLD)	0.2	$3.2M	+19%	24k	130.22	View chart
Uber Technologies (UBER)	0.2	$3.2M	+54%	41k	76.99	View chart
Icici Bank Adr (IBN)	0.2	$3.1M	-2%	117k	26.41	View chart
Micron Technology (MU)	0.2	$3.1M	+13%	26k	117.89	View chart
Morgan Stanley Com New (MS)	0.2	$3.0M	+14%	32k	94.16	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.2	$3.0M		251k	11.84	View chart
Raytheon Technologies Corp (RTX)	0.2	$2.9M	+6%	30k	97.53	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.9M	+23%	5.0k	581.21	View chart
Amgen (AMGN)	0.2	$2.9M	+13%	10k	284.33	View chart
Equinix (EQIX)	0.2	$2.8M	+10%	3.4k	825.42	View chart
Synopsys (SNPS)	0.2	$2.8M	+8%	4.8k	571.50	View chart
Nike CL B (NKE)	0.2	$2.7M		29k	93.98	View chart
McKesson Corporation (MCK)	0.2	$2.7M	-4%	5.1k	536.87	View chart
Analog Devices (ADI)	0.2	$2.7M	+4%	14k	197.78	View chart
Fiserv (FI)	0.2	$2.7M	+14%	17k	159.82	View chart
CVS Caremark Corporation (CVS)	0.2	$2.7M	+7%	33k	79.76	View chart
Zoetis Cl A (ZTS)	0.2	$2.7M	+5%	16k	169.21	View chart
Unilever Spon Adr New (UL)	0.2	$2.6M	-7%	53k	50.19	View chart
Boston Scientific Corporation (BSX)	0.2	$2.6M	+9%	39k	68.49	View chart
Waste Management (WM)	0.2	$2.6M	+5%	12k	213.16	View chart
Hca Holdings (HCA)	0.2	$2.6M	+3%	7.9k	333.54	View chart
Colgate-Palmolive Company (CL)	0.2	$2.6M	-3%	29k	90.05	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$2.6M	+9%	37k	70.00	View chart
Starbucks Corporation (SBUX)	0.2	$2.6M	+8%	28k	91.39	View chart
Medtronic SHS (MDT)	0.2	$2.6M	+16%	29k	87.15	View chart
Target Corporation (TGT)	0.2	$2.5M	+16%	14k	177.22	View chart
Parker-Hannifin Corporation (PH)	0.2	$2.5M	+12%	4.5k	555.82	View chart
AmerisourceBergen (COR)	0.2	$2.5M		10k	242.98	View chart
Schlumberger Com Stk (SLB)	0.2	$2.5M		45k	54.81	View chart
Amphenol Corp Cl A (APH)	0.2	$2.5M	+9%	22k	115.35	View chart
United Parcel Service CL B (UPS)	0.2	$2.5M	+16%	17k	148.63	View chart
Charles Schwab Corporation (SCHW)	0.2	$2.4M	+11%	34k	72.34	View chart
Lockheed Martin Corporation (LMT)	0.2	$2.4M	-9%	5.4k	454.87	View chart
Kla Corp Com New (KLAC)	0.2	$2.4M	+11%	3.5k	698.64	View chart
Citigroup Com New (C)	0.2	$2.4M	+8%	38k	63.24	View chart
Deere & Company (DE)	0.2	$2.4M	+7%	5.9k	410.75	View chart
Constellation Energy (CEG)	0.2	$2.4M	+6%	13k	184.85	View chart
Metropcs Communications (TMUS)	0.2	$2.4M	+11%	14k	163.22	View chart
Iqvia Holdings (IQV)	0.2	$2.4M	+2%	9.3k	252.89	View chart
General Electric Com New (GE)	0.2	$2.3M	+18%	13k	175.54	View chart
Phillips 66 (PSX)	0.2	$2.3M	+6%	14k	163.34	View chart
Sherwin-Williams Company (SHW)	0.2	$2.3M	+3%	6.5k	347.32	View chart
Intercontinental Exchange (ICE)	0.2	$2.3M	+14%	17k	137.43	View chart
Valero Energy Corporation (VLO)	0.2	$2.3M	+5%	13k	170.69	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$2.3M	+12%	37k	61.53	View chart
General Dynamics Corporation (GD)	0.2	$2.2M	+20%	7.8k	282.50	View chart
Ing Groep Sponsored Adr (ING)	0.2	$2.2M	-10%	133k	16.49	View chart
Sony Group Corp Sponsored Adr (SONY)	0.2	$2.2M	-5%	26k	85.74	View chart
Boeing Company (BA)	0.2	$2.2M		11k	192.99	View chart
Ubs Group SHS (UBS)	0.2	$2.1M	+6%	70k	30.72	View chart
Trane Technologies SHS (TT)	0.2	$2.1M	+9%	7.1k	300.20	View chart
American Tower Reit (AMT)	0.2	$2.1M	+15%	11k	197.60	View chart
Marsh & McLennan Companies (MMC)	0.2	$2.1M	+7%	10k	205.97	View chart
Discover Financial Services (DFS)	0.2	$2.1M	+5%	16k	131.09	View chart
Travelers Companies (TRV)	0.2	$2.1M	+10%	9.1k	230.14	View chart
Capital One Financial (COF)	0.2	$2.1M	+9%	14k	148.89	View chart
Banco Santander Adr (SAN)	0.2	$2.1M		426k	4.84	View chart
Novartis Sponsored Adr (NVS)	0.2	$2.0M	+2%	21k	96.73	View chart
Orix Corp Sponsored Adr (IX)	0.2	$2.0M	-5%	18k	110.20	View chart
Paychex (PAYX)	0.2	$2.0M	+17%	17k	122.80	View chart
FedEx Corporation (FDX)	0.1	$2.0M	+3%	6.9k	289.75	View chart
Gilead Sciences (GILD)	0.1	$2.0M	-9%	27k	73.25	View chart
Freeport-mcmoran CL B (FCX)	0.1	$2.0M	+12%	42k	47.02	View chart
Cme (CME)	0.1	$2.0M	+9%	9.1k	215.28	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$2.0M	+2%	29k	67.75	View chart
Southern Company (SO)	0.1	$2.0M	-2%	27k	71.74	View chart
Emerson Electric (EMR)	0.1	$1.9M	+17%	17k	113.42	View chart
AFLAC Incorporated (AFL)	0.1	$1.9M	+15%	22k	85.86	View chart
BP Sponsored Adr (BP)	0.1	$1.9M		50k	37.68	View chart
Bhp Group Sponsored Ads (BHP)	0.1	$1.9M	-10%	33k	57.69	View chart
Cadence Design Systems (CDNS)	0.1	$1.9M	+13%	6.0k	311.28	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$1.9M	-14%	47k	39.36	View chart
Te Connectivity SHS (TEL)	0.1	$1.8M	+7%	13k	145.24	View chart
Edwards Lifesciences (EW)	0.1	$1.8M	+10%	19k	95.56	View chart
Stellantis SHS (STLA)	0.1	$1.8M	+3%	64k	28.30	View chart
Cigna Corp (CI)	0.1	$1.8M	-18%	5.0k	363.19	View chart
CSX Corporation (CSX)	0.1	$1.8M	+13%	49k	37.07	View chart
Illinois Tool Works (ITW)	0.1	$1.8M	+21%	6.7k	268.35	View chart
United Rentals (URI)	0.1	$1.8M	+14%	2.5k	721.12	View chart
PNC Financial Services (PNC)	0.1	$1.8M	+11%	11k	161.60	View chart
Relx Sponsored Adr (RELX)	0.1	$1.8M		41k	43.29	View chart
Dex (DXCM)	0.1	$1.7M	+25%	13k	138.70	View chart
Incyte Corporation (INCY)	0.1	$1.7M	+10%	30k	56.97	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.7M		13k	129.35	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$1.7M	+19%	4.1k	418.01	View chart
Roper Industries (ROP)	0.1	$1.7M	+18%	3.1k	560.87	View chart
Kroger (KR)	0.1	$1.7M	-8%	30k	57.13	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$1.7M		25k	68.22	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.7M	-2%	18k	96.71	View chart
Autodesk (ADSK)	0.1	$1.7M	+12%	6.5k	260.42	View chart
Paccar (PCAR)	0.1	$1.7M	+12%	14k	123.89	View chart
General Mills (GIS)	0.1	$1.7M	-3%	24k	69.97	View chart
Mettler-Toledo International (MTD)	0.1	$1.7M	+23%	1.2k	1331.29	View chart
Us Bancorp Del Com New (USB)	0.1	$1.7M	+23%	37k	44.70	View chart
Simon Property (SPG)	0.1	$1.6M	+12%	11k	156.49	View chart
SYSCO Corporation (SYY)	0.1	$1.6M	+11%	20k	81.18	View chart
American Intl Group Com New (AIG)	0.1	$1.6M	-2%	21k	78.17	View chart
CRH Ord (CRH)	0.1	$1.6M	+8%	19k	86.26	View chart
Prudential Financial (PRU)	0.1	$1.6M	+7%	14k	117.40	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.1	$1.6M	+2%	398k	3.98	View chart
Koninklijke Philips N V Ny Regis Shs New (PHG)	0.1	$1.6M	-3%	79k	20.00	View chart
Paypal Holdings (PYPL)	0.1	$1.6M	+23%	24k	66.99	View chart
Republic Services (RSG)	0.1	$1.6M	+8%	8.2k	191.45	View chart
Truist Financial Corp equities (TFC)	0.1	$1.6M	+33%	40k	38.98	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.5M	+32%	12k	131.37	View chart
Arista Networks (ANET)	0.1	$1.5M	+33%	5.3k	289.98	View chart
Ameriprise Financial (AMP)	0.1	$1.5M	+14%	3.5k	438.43	View chart
Crown Castle Intl (CCI)	0.1	$1.5M	+12%	15k	105.83	View chart
Palo Alto Networks (PANW)	0.1	$1.5M	+17%	5.4k	284.13	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$1.5M	NEW	24k	63.74	View chart
AutoZone (AZO)	0.1	$1.5M	+9%	479.00	3151.65	View chart
Consolidated Edison (ED)	0.1	$1.5M	-8%	17k	90.81	View chart
Digital Realty Trust (DLR)	0.1	$1.5M	+23%	10k	144.03	View chart
Monster Beverage Corp (MNST)	0.1	$1.5M	+17%	25k	59.28	View chart
Nomura Hldgs Sponsored Adr (NMR)	0.1	$1.5M		233k	6.42	View chart
Honda Motor Adr Ech Cnv In 3 (HMC)	0.1	$1.5M	-9%	40k	37.23	View chart
Bank of New York Mellon Corporation (BK)	0.1	$1.5M	+10%	26k	57.62	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.1	$1.5M	-6%	135k	10.99	View chart
Philip Morris International (PM)	0.1	$1.5M	+19%	16k	91.62	View chart
Infosys Sponsored Adr (INFY)	0.1	$1.5M	-12%	82k	17.93	View chart
Motorola Solutions Com New (MSI)	0.1	$1.5M	+10%	4.1k	354.94	View chart
Pfizer (PFE)	0.1	$1.4M	+45%	52k	27.75	View chart
Posco Holdings Sponsored Adr (PKX)	0.1	$1.4M	-33%	18k	78.42	View chart
Altria (MO)	0.1	$1.4M	+56%	33k	43.62	View chart
Aon Shs Cl A (AON)	0.1	$1.4M	+8%	4.3k	333.73	View chart
MetLife (MET)	0.1	$1.4M	+8%	19k	74.11	View chart
Oneok (OKE)	0.1	$1.4M	+8%	18k	80.17	View chart
D.R. Horton (DHI)	0.1	$1.4M	+7%	8.5k	164.55	View chart
EOG Resources (EOG)	0.1	$1.4M	+13%	11k	127.84	View chart
Norfolk Southern (NSC)	0.1	$1.4M	+16%	5.5k	254.88	View chart
Welltower Inc Com reit (WELL)	0.1	$1.4M	+16%	15k	93.44	View chart
United Microelectronics Corp Spon Adr New (UMC)	0.1	$1.4M	-9%	171k	8.09	View chart
Ross Stores (ROST)	0.1	$1.4M	+11%	9.4k	146.76	View chart
Halliburton Company (HAL)	0.1	$1.4M	+7%	35k	39.42	View chart
Ferrari Nv Ord (RACE)	0.1	$1.4M	+8%	3.1k	435.94	View chart
Arch Cap Group Ord (ACGL)	0.1	$1.4M	+8%	15k	92.44	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.4M	+3%	2.9k	478.58	View chart
Cintas Corporation (CTAS)	0.1	$1.4M	+18%	2.0k	687.15	View chart
Yum! Brands (YUM)	0.1	$1.4M	+8%	9.8k	138.65	View chart
O'reilly Automotive (ORLY)	0.1	$1.4M	+9%	1.2k	1128.88	View chart
Airbnb Com Cl A (ABNB)	0.1	$1.4M	+32%	8.2k	164.96	View chart
Rbc Cad (RY)	0.1	$1.3M	+5%	13k	100.88	View chart
Nxp Semiconductors N V (NXPI)	0.1	$1.3M		5.4k	247.79	View chart
Occidental Petroleum Corporation (OXY)	0.1	$1.3M	+9%	21k	64.99	View chart
Chipotle Mexican Grill (CMG)	0.1	$1.3M	+14%	458.00	2906.77	View chart
Dow (DOW)	0.1	$1.3M	+15%	23k	57.93	View chart
Sempra Energy (SRE)	0.1	$1.3M	-2%	18k	71.83	View chart
Kb Finl Group Sponsored Adr (KB)	0.1	$1.3M	-43%	25k	52.07	View chart
Church & Dwight (CHD)	0.1	$1.3M	+5%	13k	104.31	View chart
Cummins (CMI)	0.1	$1.3M	+11%	4.5k	294.67	View chart
Realty Income (O)	0.1	$1.3M	+16%	24k	54.10	View chart
Wipro Spon Adr 1 Sh (WIT)	0.1	$1.3M	+8%	228k	5.75	View chart
General Motors Company (GM)	0.1	$1.3M	+46%	29k	45.35	View chart
Chunghwa Telecom Spon Adr New11 (CHT)	0.1	$1.3M	-49%	33k	39.14	View chart
Williams Companies (WMB)	0.1	$1.3M	-4%	33k	38.97	View chart
Pioneer Natural Resources (PXD)	0.1	$1.3M	+10%	4.9k	262.49	View chart
Cardinal Health (CAH)	0.1	$1.3M	+5%	12k	111.90	View chart
Allstate Corporation (ALL)	0.1	$1.3M		7.4k	173.01	View chart
Moody's Corporation (MCO)	0.1	$1.3M	+16%	3.3k	393.07	View chart
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA)	0.1	$1.3M	NEW	16k	78.51	View chart
Intercontinental Hotels Grou Sponsored Ads (IHG)	0.1	$1.3M		12k	105.66	View chart
Waters Corporation (WAT)	0.1	$1.3M	+11%	3.7k	344.23	View chart
TransDigm Group Incorporated (TDG)	0.1	$1.3M	+22%	1.0k	1231.09	View chart
The Trade Desk Com Cl A (TTD)	0.1	$1.3M	+11%	14k	87.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.3M	NEW	7.6k	164.35	View chart
Carrier Global Corporation (CARR)	0.1	$1.2M	+17%	22k	58.13	View chart
Canadian Natl Ry (CNI)	0.1	$1.2M	+4%	9.4k	131.71	View chart
Dominion Resources (D)	0.1	$1.2M	+30%	25k	49.19	View chart
Hdfc Bank Sponsored Ads (HDB)	0.1	$1.2M	-26%	22k	55.97	View chart

Past Filings by First Trust Direct Indexing

SEC 13F filings are viewable for First Trust Direct Indexing going back to 2020

First Trust Direct Indexing 2024 Q1 filed April 19, 2024
First Trust Direct Indexing 2023 Q4 filed Feb. 6, 2024
First Trust Direct Indexing 2023 Q3 filed Oct. 30, 2023
First Trust Direct Indexing 2023 Q2 filed July 14, 2023
First Trust Direct Indexing 2023 Q1 filed April 27, 2023
Veriti Management 2022 Q4 filed Jan. 20, 2023
Veriti Management 2022 Q3 filed Oct. 27, 2022
Veriti Management 2022 Q2 filed July 18, 2022
Veriti Management 2022 Q1 filed April 11, 2022
Veriti Management 2021 Q4 filed Jan. 19, 2022
Veriti Management 2021 Q3 filed Oct. 8, 2021
Veriti Management 2021 Q2 filed July 13, 2021
Veriti Management 2021 Q1 filed April 14, 2021
Veriti Management 2020 Q4 filed Feb. 11, 2021

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z