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Veriti Management

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

Top 5 stock holdings are AAPL, NVDA, MSFT, GOOGL, AMZN, and represent 20.90% of First Trust Direct Indexing's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$22M), AAPL (+$9.0M), NVDA (+$8.4M), BRK.B, MSFT, META, HD, GOOGL, TSLA, CTAS.
Started 101 new stock positions in BIO, LGIH, ITGR, SE, HAS, XLI, XLY, SUI, INGR, SPYD.
Reduced shares in these 10 stocks: , HCA, AMZN, WMT, MCK, MRNA, ABT, JPM, HON, TM.
Sold out of its positions in ANF, AAP, AGI, APA, ARI, ACRE, BSY, EBR, CRL, ELF.
First Trust Direct Indexing was a net buyer of stock by $180M.
First Trust Direct Indexing has $1.9B in assets under management (AUM), dropping by 15.29%.
Central Index Key (CIK): 0001845469

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

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Portfolio Holdings for First Trust Direct Indexing

First Trust Direct Indexing holds 979 positions in its portfolio as reported in the September 2024 quarterly 13F filing

First Trust Direct Indexing has 979 total positions. Only the first 250 positions are shown.

Sign up to view all of the First Trust Direct Indexing Sept. 30, 2024 positions
Download the First Trust Direct Indexing September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.7	$107M	+9%	460k	233.00	View chart
NVIDIA Corporation (NVDA)	5.1	$96M	+9%	791k	121.44	View chart
Microsoft Corporation (MSFT)	5.0	$93M	+4%	217k	430.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.6	$49M	+5%	293k	165.85	View chart
Amazon (AMZN)	2.4	$45M	-3%	239k	186.33	View chart
Meta Platforms Cl A (META)	2.0	$37M	+9%	65k	572.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$31M	+15%	68k	460.26	View chart
Broadcom (AVGO)	1.3	$24M	+1003%	139k	172.50	View chart
Tesla Motors (TSLA)	1.1	$21M	+13%	82k	261.63	View chart
Eli Lilly & Co. (LLY)	1.1	$20M	+6%	22k	885.94	View chart
Exxon Mobil Corporation (XOM)	1.0	$18M	+7%	156k	117.22	View chart
JPMorgan Chase & Co. (JPM)	1.0	$18M	-3%	85k	210.86	View chart
Home Depot (HD)	0.9	$16M	+22%	39k	405.20	View chart
Costco Wholesale Corporation (COST)	0.8	$16M	+13%	18k	886.50	View chart
Visa Com Cl A (V)	0.8	$14M	+10%	52k	274.95	View chart
Wal-Mart Stores (WMT)	0.8	$14M	-6%	175k	80.75	View chart
Mastercard Incorporated Cl A (MA)	0.7	$13M	+15%	27k	493.80	View chart
Procter & Gamble Company (PG)	0.6	$12M	+5%	70k	173.20	View chart
UnitedHealth (UNH)	0.6	$12M	+18%	20k	584.67	View chart
Coca-Cola Company (KO)	0.6	$10M	+16%	144k	71.86	View chart
Oracle Corporation (ORCL)	0.6	$10M	+6%	60k	170.40	View chart
Johnson & Johnson (JNJ)	0.5	$10M	+16%	63k	162.06	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$9.9M	-2%	57k	173.67	View chart
Netflix (NFLX)	0.5	$9.5M	+8%	13k	709.25	View chart
McDonald's Corporation (MCD)	0.5	$9.3M	+19%	30k	304.51	View chart
Pepsi (PEP)	0.5	$9.2M	+11%	54k	170.05	View chart
Abbvie (ABBV)	0.5	$9.0M	+11%	46k	197.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$8.8M		53k	167.19	View chart
Novo-nordisk A S Adr (NVO)	0.5	$8.7M		73k	119.07	View chart
Bank of America Corporation (BAC)	0.4	$8.3M	+12%	210k	39.68	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$8.1M	+20%	23k	353.48	View chart
Cisco Systems (CSCO)	0.4	$8.0M	+22%	150k	53.22	View chart
Advanced Micro Devices (AMD)	0.4	$7.7M	+9%	47k	164.08	View chart
Texas Instruments Incorporated (TXN)	0.4	$7.4M	+20%	36k	206.57	View chart
salesforce (CRM)	0.4	$7.4M	+20%	27k	273.71	View chart
Linde SHS (LIN)	0.4	$7.3M	+9%	15k	476.87	View chart
Nextera Energy (NEE)	0.4	$7.3M	+9%	86k	84.53	View chart
International Business Machines (IBM)	0.4	$7.1M	+15%	32k	221.08	View chart
Chevron Corporation (CVX)	0.4	$7.0M	-3%	48k	147.27	View chart
Caterpillar (CAT)	0.4	$7.0M	+6%	18k	391.11	View chart
Adobe Systems Incorporated (ADBE)	0.4	$6.9M	+14%	13k	517.78	View chart
Servicenow (NOW)	0.4	$6.7M	+20%	7.5k	894.39	View chart
Merck & Co (MRK)	0.4	$6.7M		59k	113.56	View chart
Progressive Corporation (PGR)	0.4	$6.6M	+13%	26k	253.76	View chart
Intuitive Surgical Com New (ISRG)	0.4	$6.6M	+8%	14k	491.26	View chart
American Express Company (AXP)	0.4	$6.6M	+15%	24k	271.20	View chart
Lowe's Companies (LOW)	0.4	$6.6M	+28%	24k	270.85	View chart
Verizon Communications (VZ)	0.3	$6.5M	+11%	144k	44.91	View chart
Hca Holdings (HCA)	0.3	$6.4M	-21%	16k	406.44	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.3	$6.2M	-2%	7.4k	833.25	View chart
Automatic Data Processing (ADP)	0.3	$6.1M	+6%	22k	276.72	View chart
Intuit (INTU)	0.3	$5.9M	+11%	9.6k	620.98	View chart
BlackRock (BLK)	0.3	$5.8M	+22%	6.1k	949.57	View chart
Walt Disney Company (DIS)	0.3	$5.8M		60k	96.19	View chart
Qualcomm (QCOM)	0.3	$5.8M	+9%	34k	170.05	View chart
Goldman Sachs (GS)	0.3	$5.7M	+12%	12k	495.10	View chart
Union Pacific Corporation (UNP)	0.3	$5.7M	+21%	23k	246.48	View chart
At&t (T)	0.3	$5.6M	+13%	255k	22.00	View chart
TJX Companies (TJX)	0.3	$5.5M	+12%	47k	117.54	View chart
Wells Fargo & Company (WFC)	0.3	$5.5M	+12%	98k	56.49	View chart
Anthem (ELV)	0.3	$5.4M	+5%	10k	520.00	View chart
Chubb (CB)	0.3	$5.4M	+13%	19k	288.39	View chart
S&p Global (SPGI)	0.3	$5.3M	+9%	10k	516.62	View chart
Ge Aerospace Com New (GE)	0.3	$5.3M	+58%	28k	188.58	View chart
Comcast Corp Cl A (CMCSA)	0.3	$5.3M	+16%	127k	41.77	View chart
Morgan Stanley Com New (MS)	0.3	$5.2M	+15%	50k	104.24	View chart
Booking Holdings (BKNG)	0.3	$5.1M	+12%	1.2k	4213.16	View chart
Sap Se Spon Adr (SAP)	0.3	$5.1M	+3%	22k	229.10	View chart
Stryker Corporation (SYK)	0.3	$5.0M	+8%	14k	361.27	View chart
Danaher Corporation (DHR)	0.3	$5.0M	+7%	18k	278.03	View chart
Abbott Laboratories (ABT)	0.3	$5.0M	-13%	44k	114.01	View chart
Applied Materials (AMAT)	0.3	$4.9M	+6%	24k	202.05	View chart
Colgate-Palmolive Company (CL)	0.3	$4.8M	+32%	47k	103.81	View chart
Amgen (AMGN)	0.2	$4.7M	+10%	14k	322.22	View chart
Boston Scientific Corporation (BSX)	0.2	$4.6M	+18%	54k	83.80	View chart
Analog Devices (ADI)	0.2	$4.5M	+14%	19k	230.17	View chart
Shell Spon Ads (SHEL)	0.2	$4.4M		66k	65.95	View chart
Fiserv (FI)	0.2	$4.3M	+14%	24k	179.65	View chart
Thermo Fisher Scientific (TMO)	0.2	$4.3M	+12%	6.9k	618.55	View chart
Eaton Corp SHS (ETN)	0.2	$4.3M	-8%	13k	331.45	View chart
Prologis (PLD)	0.2	$4.2M	+14%	33k	126.28	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.2	$4.2M		411k	10.18	View chart
Uber Technologies (UBER)	0.2	$4.1M	+13%	55k	75.16	View chart
Zoetis Cl A (ZTS)	0.2	$4.0M	+18%	21k	195.38	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$4.0M	+3%	3.8k	1051.13	View chart
Parker-Hannifin Corporation (PH)	0.2	$3.9M	+32%	6.2k	631.86	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.2	$3.9M		305k	12.63	View chart
Raytheon Technologies Corp (RTX)	0.2	$3.8M	-12%	32k	121.16	View chart
Metropcs Communications (TMUS)	0.2	$3.8M	+13%	19k	206.36	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.8M	+6%	6.5k	584.57	View chart
Marsh & McLennan Companies (MMC)	0.2	$3.8M	+29%	17k	223.09	View chart
Southern Company (SO)	0.2	$3.6M	+15%	40k	90.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$3.6M	+21%	6.3k	576.85	View chart
Equinix (EQIX)	0.2	$3.6M	+12%	4.1k	887.55	View chart
Starbucks Corporation (SBUX)	0.2	$3.6M	+20%	36k	97.49	View chart
Constellation Energy (CEG)	0.2	$3.5M	-4%	14k	260.02	View chart
Intercontinental Exchange (ICE)	0.2	$3.5M	+12%	22k	160.64	View chart
Trane Technologies SHS (TT)	0.2	$3.5M	+8%	9.0k	388.72	View chart
Amphenol Corp Cl A (APH)	0.2	$3.5M	+10%	53k	65.16	View chart
ConocoPhillips (COP)	0.2	$3.5M	+10%	33k	105.28	View chart
Honeywell International (HON)	0.2	$3.4M	-15%	17k	206.71	View chart
Micron Technology (MU)	0.2	$3.4M	+7%	33k	103.71	View chart
Kla Corp Com New (KLAC)	0.2	$3.4M	+6%	4.4k	774.49	View chart
Icici Bank Adr (IBN)	0.2	$3.3M	-2%	112k	29.85	View chart
Sherwin-Williams Company (SHW)	0.2	$3.3M	+17%	8.7k	381.66	View chart
Citigroup Com New (C)	0.2	$3.3M	+12%	53k	62.60	View chart
Medtronic SHS (MDT)	0.2	$3.3M	+16%	37k	90.03	View chart
Lam Research Corporation (LRCX)	0.2	$3.3M		4.1k	816.00	View chart
American Tower Reit (AMT)	0.2	$3.3M	+12%	14k	232.55	View chart
Palo Alto Networks (PANW)	0.2	$3.2M	+26%	9.5k	341.78	View chart
AFLAC Incorporated (AFL)	0.2	$3.2M	+11%	29k	111.80	View chart
Waste Management (WM)	0.2	$3.2M	+7%	16k	207.60	View chart
Deere & Company (DE)	0.2	$3.2M	+16%	7.6k	417.34	View chart
Totalenergies Se Sponsored Ads (TTE)	0.2	$3.1M	-4%	49k	64.62	View chart
Duke Energy Corp Com New (DUK)	0.2	$3.1M	+22%	27k	115.30	View chart
Toyota Motor Corp Ads (TM)	0.2	$3.1M	-15%	17k	178.57	View chart
Philip Morris International (PM)	0.2	$3.1M	+11%	26k	121.40	View chart
Unilever Spon Adr New (UL)	0.2	$3.0M		47k	64.96	View chart
Mettler-Toledo International (MTD)	0.2	$3.0M	+35%	2.0k	1500.00	View chart
Travelers Companies (TRV)	0.2	$3.0M	+25%	13k	234.11	View chart
Roper Industries (ROP)	0.2	$3.0M	+12%	5.4k	556.39	View chart
Marathon Petroleum Corp (MPC)	0.2	$3.0M		18k	162.91	View chart
Synopsys (SNPS)	0.2	$3.0M		5.9k	506.35	View chart
Cintas Corporation (CTAS)	0.2	$2.9M	+471%	14k	205.88	View chart
Nike CL B (NKE)	0.2	$2.9M	+2%	33k	88.40	View chart
Motorola Solutions Com New (MSI)	0.2	$2.9M	+19%	6.5k	449.64	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$2.8M	+6%	42k	67.51	View chart
United Parcel Service CL B (UPS)	0.1	$2.8M	+33%	21k	136.34	View chart
Gilead Sciences (GILD)	0.1	$2.8M	+13%	33k	83.84	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.8M	+8%	43k	64.81	View chart
Target Corporation (TGT)	0.1	$2.7M	+14%	18k	155.86	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$2.7M	+6%	5.9k	465.10	View chart
Kimberly-Clark Corporation (KMB)	0.1	$2.7M	+19%	19k	142.28	View chart
TransDigm Group Incorporated (TDG)	0.1	$2.7M	+22%	1.9k	1426.81	View chart
Paychex (PAYX)	0.1	$2.7M	+8%	20k	134.19	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.1	$2.7M	-3%	248k	10.84	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.7M	+27%	18k	153.13	View chart
Welltower Inc Com reit (WELL)	0.1	$2.7M	+18%	21k	128.03	View chart
United Rentals (URI)	0.1	$2.7M	+17%	3.3k	809.75	View chart
Koninklijke Philips N V Ny Regis Shs New (PHG)	0.1	$2.7M		81k	32.72	View chart
PNC Financial Services (PNC)	0.1	$2.7M	+16%	14k	184.85	View chart
Autodesk (ADSK)	0.1	$2.6M	+22%	9.6k	275.48	View chart
Cme (CME)	0.1	$2.6M	+23%	12k	220.65	View chart
Novartis Sponsored Adr (NVS)	0.1	$2.6M		23k	115.02	View chart
General Dynamics Corporation (GD)	0.1	$2.6M	+7%	8.6k	302.19	View chart
Arista Networks (ANET)	0.1	$2.6M	+4%	6.8k	383.83	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$2.6M	+3%	33k	77.91	View chart
Republic Services (RSG)	0.1	$2.6M	+25%	13k	200.85	View chart
Iqvia Holdings (IQV)	0.1	$2.6M	+19%	11k	236.97	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$2.6M		26k	96.57	View chart
O'reilly Automotive (ORLY)	0.1	$2.5M	+40%	2.2k	1151.47	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$2.5M	-7%	34k	73.67	View chart
Emerson Electric (EMR)	0.1	$2.5M	+14%	23k	109.37	View chart
Altria (MO)	0.1	$2.5M	+17%	49k	51.04	View chart
Ing Groep Sponsored Adr (ING)	0.1	$2.5M	+2%	137k	18.16	View chart
Discover Financial Services (DFS)	0.1	$2.5M		18k	140.29	View chart
Consolidated Edison (ED)	0.1	$2.4M	-6%	23k	104.13	View chart
Pfizer (PFE)	0.1	$2.4M	+15%	83k	28.94	View chart
Freeport-mcmoran CL B (FCX)	0.1	$2.4M	+4%	48k	49.92	View chart
Sempra Energy (SRE)	0.1	$2.4M	+38%	28k	83.63	View chart
Ameriprise Financial (AMP)	0.1	$2.4M	+23%	5.0k	469.85	View chart
Cadence Design Systems (CDNS)	0.1	$2.3M	+3%	8.6k	271.03	View chart
Illinois Tool Works (ITW)	0.1	$2.3M	+18%	8.9k	262.07	View chart
Capital One Financial (COF)	0.1	$2.3M		16k	149.73	View chart
Paypal Holdings (PYPL)	0.1	$2.3M	+11%	30k	78.03	View chart
Us Bancorp Del Com New (USB)	0.1	$2.3M	+32%	50k	45.73	View chart
Moody's Corporation (MCO)	0.1	$2.3M	+20%	4.8k	474.55	View chart
FedEx Corporation (FDX)	0.1	$2.3M	+7%	8.3k	273.69	View chart
Cigna Corp (CI)	0.1	$2.3M	+7%	6.6k	346.43	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$2.3M		50k	45.19	View chart
Banco Santander Adr (SAN)	0.1	$2.3M		441k	5.10	View chart
Prudential Financial (PRU)	0.1	$2.2M	+3%	19k	121.10	View chart
Intel Corporation (INTC)	0.1	$2.2M		95k	23.46	View chart
Ubs Group SHS (UBS)	0.1	$2.2M		72k	30.91	View chart
Truist Financial Corp equities (TFC)	0.1	$2.2M	+14%	52k	42.77	View chart
General Mills (GIS)	0.1	$2.2M		30k	73.85	View chart
Carrier Global Corporation (CARR)	0.1	$2.2M	+7%	27k	80.49	View chart
SYSCO Corporation (SYY)	0.1	$2.2M	+32%	28k	78.06	View chart
Bank of New York Mellon Corporation (BK)	0.1	$2.2M	+4%	31k	71.86	View chart
CSX Corporation (CSX)	0.1	$2.2M	+7%	63k	34.53	View chart
Williams Companies (WMB)	0.1	$2.2M	+5%	48k	45.65	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$2.1M	+20%	7.6k	281.39	View chart
Aon Shs Cl A (AON)	0.1	$2.1M	+23%	6.2k	346.00	View chart
Chipotle Mexican Grill (CMG)	0.1	$2.1M	+16%	37k	57.62	View chart
McKesson Corporation (MCK)	0.1	$2.1M	-28%	4.3k	494.46	View chart
Bhp Group Sponsored Ads (BHP)	0.1	$2.1M	-5%	34k	62.11	View chart
Realty Income (O)	0.1	$2.1M	+8%	33k	63.42	View chart
Public Service Enterprise (PEG)	0.1	$2.1M	+18%	24k	89.21	View chart
Oneok (OKE)	0.1	$2.1M	+5%	23k	91.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$2.1M	+766%	7.4k	283.16	View chart
Air Products & Chemicals (APD)	0.1	$2.1M	+5%	6.9k	297.74	View chart
AmerisourceBergen (COR)	0.1	$2.1M	-13%	9.1k	225.08	View chart
Simon Property (SPG)	0.1	$2.0M		12k	169.03	View chart
American Electric Power Company (AEP)	0.1	$2.0M	+24%	20k	102.60	View chart
Ge Vernova (GEV)	0.1	$2.0M	+89%	7.9k	254.98	View chart
Valero Energy Corporation (VLO)	0.1	$2.0M	-3%	15k	135.03	View chart
MetLife (MET)	0.1	$2.0M	+12%	24k	82.48	View chart
Digital Realty Trust (DLR)	0.1	$2.0M	+4%	12k	161.83	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.0M	+46%	7.1k	280.48	View chart
Marriott Intl Cl A (MAR)	0.1	$2.0M	+29%	8.0k	248.61	View chart
Relx Sponsored Adr (RELX)	0.1	$2.0M	-2%	42k	47.46	View chart
Phillips 66 (PSX)	0.1	$2.0M	-2%	15k	131.45	View chart
CRH Ord (CRH)	0.1	$1.9M	+12%	21k	92.74	View chart
Public Storage (PSA)	0.1	$1.9M	+27%	5.3k	363.90	View chart
Te Connectivity Ord Shs	0.1	$1.9M	NEW	13k	150.99	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.9M	+45%	5.0k	383.93	View chart
Crown Castle Intl (CCI)	0.1	$1.9M		16k	118.63	View chart
Arch Cap Group Ord (ACGL)	0.1	$1.9M		17k	111.88	View chart
Incyte Corporation (INCY)	0.1	$1.9M	-3%	29k	66.10	View chart
AutoZone (AZO)	0.1	$1.9M	+16%	604.00	3151.29	View chart
D.R. Horton (DHI)	0.1	$1.9M	+4%	9.9k	190.77	View chart
Orix Corp Sponsored Adr (IX)	0.1	$1.9M	-9%	16k	116.05	View chart
Allstate Corporation (ALL)	0.1	$1.9M	+11%	9.9k	189.65	View chart
Cummins (CMI)	0.1	$1.8M	+12%	5.7k	323.80	View chart
Rbc Cad (RY)	0.1	$1.8M	+4%	15k	124.73	View chart
The Trade Desk Com Cl A (TTD)	0.1	$1.8M	+5%	17k	109.65	View chart
Royal Caribbean Cruises (RCL)	0.1	$1.8M	+13%	10k	177.36	View chart
3M Company (MMM)	0.1	$1.8M	+9%	13k	136.70	View chart
American Intl Group Com New (AIG)	0.1	$1.8M	+7%	24k	73.23	View chart
Waters Corporation (WAT)	0.1	$1.8M	+25%	5.0k	359.88	View chart
Dominion Resources (D)	0.1	$1.8M	+4%	31k	57.79	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$1.8M	+4%	23k	77.61	View chart
Monolithic Power Systems (MPWR)	0.1	$1.8M	+23%	1.9k	924.57	View chart
Ross Stores (ROST)	0.1	$1.8M	+12%	12k	150.51	View chart
Norfolk Southern (NSC)	0.1	$1.8M	+8%	7.1k	248.52	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.1	$1.8M		422k	4.18	View chart
Fortinet (FTNT)	0.1	$1.7M	+16%	22k	77.55	View chart
Bristol Myers Squibb (BMY)	0.1	$1.7M	+54%	33k	51.74	View chart
American Water Works (AWK)	0.1	$1.7M	+49%	12k	146.24	View chart
Paccar (PCAR)	0.1	$1.7M	+9%	17k	98.68	View chart
Ferrari Nv Ord (RACE)	0.1	$1.7M	+8%	3.7k	470.12	View chart
Infosys Sponsored Adr (INFY)	0.1	$1.7M	+9%	77k	22.27	View chart
Nxp Semiconductors N V (NXPI)	0.1	$1.7M	+7%	7.1k	240.01	View chart
General Motors Company (GM)	0.1	$1.6M		37k	44.84	View chart
EOG Resources (EOG)	0.1	$1.6M		13k	122.93	View chart
Newmont Mining Corporation (NEM)	0.1	$1.6M	+13%	31k	53.45	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$1.6M	+24%	11k	155.26	View chart
Hilton Worldwide Holdings (HLT)	0.1	$1.6M	+28%	7.0k	230.49	View chart
Schlumberger Com Stk (SLB)	0.1	$1.6M	-7%	39k	41.95	View chart
Keurig Dr Pepper (KDP)	0.1	$1.6M	+17%	43k	37.48	View chart
Hdfc Bank Sponsored Ads (HDB)	0.1	$1.6M	+2%	26k	62.56	View chart
Kroger (KR)	0.1	$1.6M	-7%	28k	57.30	View chart
eBay (EBAY)	0.1	$1.6M	+33%	24k	65.11	View chart
Ecolab (ECL)	0.1	$1.6M	+15%	6.2k	255.34	View chart
Fair Isaac Corporation (FICO)	0.1	$1.6M	+24%	808.00	1944.29	View chart
Quanta Services (PWR)	0.1	$1.6M	+19%	5.2k	298.16	View chart
Exelon Corporation (EXC)	0.1	$1.5M	+13%	38k	40.55	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.5M		8.5k	179.30	View chart
Kb Finl Group Sponsored Adr (KB)	0.1	$1.5M	-3%	25k	61.75	View chart
Sanofi Sponsored Adr (SNY)	0.1	$1.5M	+3%	26k	57.63	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 Q3 filed Oct. 25, 2024
First Trust Direct Indexing 2024 Q2 filed Aug. 5, 2024
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

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