Veriti Management

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

  • Top 5 stock holdings are Amr, and represent % of First Trust Direct Indexing's stock portfolio.
  • Added to shares of these 1 stock: Amr.
  • Started 1 new stock position in Amr.
  • Reduced shares in these 10 stocks: AAPL (-$107M), NVDA (-$96M), MSFT (-$93M), GOOGL (-$49M), AMZN (-$45M), , BRK.B (-$31M), AVGO (-$24M), , LLY (-$20M).
  • Sold out of its positions in AFL, AES, AMLP, T, ASX, ABT, ABBV, ACIW, ADPT, ADBE.
  • First Trust Direct Indexing was a net seller of stock by $-1.9B.
  • 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 1 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Amr 0.0 $0 NEW 0 0.00
 View chart

Past Filings by First Trust Direct Indexing

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