Veriti Management

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

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Portfolio Holdings for First Trust Direct Indexing

First Trust Direct Indexing holds 754 positions in its portfolio as reported in the December 2023 quarterly 13F filing

First Trust Direct Indexing has 754 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.7 $63M +15% 329k 192.53
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Microsoft Corporation (MSFT) 5.5 $61M +15% 162k 376.04
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Alphabet Cap Stk Cl A (GOOGL) 2.6 $29M +17% 206k 139.69
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Amazon (AMZN) 2.4 $27M +11% 177k 151.94
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NVIDIA Corporation (NVDA) 2.3 $26M +9% 52k 495.22
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $17M +16% 46k 356.66
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Meta Platforms Cl A (META) 1.4 $16M +4% 44k 353.96
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Tesla Motors (TSLA) 1.2 $14M +14% 56k 248.48
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JPMorgan Chase & Co. (JPM) 1.1 $12M +14% 72k 170.10
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Broadcom (AVGO) 1.0 $11M +25% 9.7k 1116.20
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Exxon Mobil Corporation (XOM) 0.9 $10M +17% 100k 99.98
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Visa Com Cl A (V) 0.9 $9.5M +17% 37k 260.35
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Eli Lilly & Co. (LLY) 0.8 $9.0M +18% 15k 582.93
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Home Depot (HD) 0.8 $8.7M +14% 25k 346.56
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Costco Wholesale Corporation (COST) 0.7 $8.2M +11% 12k 660.09
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Johnson & Johnson (JNJ) 0.7 $7.9M +12% 50k 156.74
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Mastercard Incorporated Cl A (MA) 0.7 $7.7M +18% 18k 426.50
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Procter & Gamble Company (PG) 0.7 $7.4M +29% 50k 146.54
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Wal-Mart Stores (WMT) 0.7 $7.3M +6% 46k 157.65
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UnitedHealth (UNH) 0.6 $7.2M +50% 14k 526.47
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Pepsi (PEP) 0.6 $7.1M +18% 42k 169.84
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Novo-nordisk A S Adr (NVO) 0.6 $7.1M +12% 69k 103.45
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.6 $6.9M +6% 66k 104.00
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McDonald's Corporation (MCD) 0.6 $6.5M +16% 22k 296.51
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Accenture Plc Ireland Shs Class A (ACN) 0.5 $5.8M +13% 17k 350.92
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Alphabet Cap Stk Cl C (GOOG) 0.5 $5.6M +12% 40k 140.93
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Coca-Cola Company (KO) 0.5 $5.6M +31% 95k 58.93
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Cisco Systems (CSCO) 0.5 $5.5M +10% 109k 50.52
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Asml Holding N V N Y Registry Shs (ASML) 0.5 $5.4M +12% 7.2k 756.93
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Chevron Corporation (CVX) 0.5 $5.4M +11% 36k 149.16
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Adobe Systems Incorporated (ADBE) 0.5 $5.3M +13% 8.8k 596.60
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salesforce (CRM) 0.4 $5.0M 19k 263.14
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Advanced Micro Devices (AMD) 0.4 $4.9M +13% 33k 147.41
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Abbott Laboratories (ABT) 0.4 $4.9M +10% 45k 110.07
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Bank of America Corporation (BAC) 0.4 $4.7M +17% 140k 33.67
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Shell Spon Ads (SHEL) 0.4 $4.6M +27% 70k 65.80
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Linde SHS (LIN) 0.4 $4.5M +12% 11k 410.73
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Merck & Co (MRK) 0.4 $4.5M +18% 41k 109.02
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Intel Corporation (INTC) 0.4 $4.4M +20% 89k 50.25
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Oracle Corporation (ORCL) 0.4 $4.4M +8% 42k 105.43
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Abbvie (ABBV) 0.4 $4.4M +29% 29k 154.97
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Walt Disney Company (DIS) 0.4 $4.4M +56% 49k 90.29
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Netflix (NFLX) 0.4 $4.4M +17% 9.0k 486.88
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Comcast Corp Cl A (CMCSA) 0.4 $4.4M +16% 100k 43.85
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Verizon Communications (VZ) 0.4 $4.1M +26% 108k 37.70
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Intuit (INTU) 0.4 $4.0M +16% 6.4k 625.07
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Caterpillar (CAT) 0.4 $4.0M +16% 14k 295.66
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Union Pacific Corporation (UNP) 0.4 $3.9M +29% 16k 245.62
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Nextera Energy (NEE) 0.3 $3.9M +12% 64k 60.74
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.3 $3.7M +17% 429k 8.61
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Anthem (ELV) 0.3 $3.6M +32% 7.7k 471.55
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Texas Instruments Incorporated (TXN) 0.3 $3.6M +9% 21k 170.46
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Wells Fargo & Company (WFC) 0.3 $3.6M +15% 73k 49.22
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International Business Machines (IBM) 0.3 $3.6M +16% 22k 163.55
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Totalenergies Se Sponsored Ads (TTE) 0.3 $3.6M +19% 53k 67.38
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Toyota Motor Corp Ads (TM) 0.3 $3.5M +16% 19k 183.38
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Automatic Data Processing (ADP) 0.3 $3.5M +12% 15k 232.97
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American Express Company (AXP) 0.3 $3.3M +107% 17k 187.34
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Honeywell International (HON) 0.3 $3.2M +13% 16k 209.71
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Intuitive Surgical Com New (ISRG) 0.3 $3.2M +4% 9.6k 337.36
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Qualcomm (QCOM) 0.3 $3.2M +28% 22k 144.63
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Servicenow (NOW) 0.3 $3.2M +30% 4.5k 706.49
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Stryker Corporation (SYK) 0.3 $3.2M +7% 11k 299.47
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Sap Se Spon Adr (SAP) 0.3 $3.2M +6% 21k 154.59
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Nike CL B (NKE) 0.3 $3.1M +37% 29k 108.57
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Lowe's Companies (LOW) 0.3 $3.1M +14% 14k 222.56
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Progressive Corporation (PGR) 0.3 $3.1M +20% 20k 159.28
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At&t (T) 0.3 $3.1M +24% 184k 16.78
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S&p Global (SPGI) 0.3 $3.0M +11% 6.9k 440.55
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TJX Companies (TJX) 0.3 $3.0M +13% 32k 93.81
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Chubb (CB) 0.3 $3.0M +6% 13k 226.00
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Goldman Sachs (GS) 0.3 $3.0M +12% 7.8k 385.76
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.3 $3.0M +12% 309k 9.68
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Boeing Company (BA) 0.3 $3.0M +12% 11k 260.66
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BlackRock (BLK) 0.3 $2.9M +2% 3.6k 811.78
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Zoetis Cl A (ZTS) 0.3 $2.9M +7% 15k 197.37
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Booking Holdings (BKNG) 0.3 $2.9M +8% 820.00 3547.22
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Regeneron Pharmaceuticals (REGN) 0.3 $2.9M 3.3k 878.42
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ConocoPhillips (COP) 0.3 $2.9M +25% 25k 116.07
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Icici Bank Adr (IBN) 0.3 $2.9M +6% 120k 23.84
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Applied Materials (AMAT) 0.3 $2.8M +19% 17k 162.07
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Danaher Corporation (DHR) 0.3 $2.8M +30% 12k 231.34
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Unilever Spon Adr New (UL) 0.2 $2.8M +12% 57k 48.48
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Prologis (PLD) 0.2 $2.7M +5% 20k 133.30
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Lockheed Martin Corporation (LMT) 0.2 $2.7M +57% 5.9k 453.26
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Eaton Corp SHS (ETN) 0.2 $2.7M +19% 11k 240.83
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Analog Devices (ADI) 0.2 $2.6M +18% 13k 198.55
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Posco Holdings Sponsored Adr (PKX) 0.2 $2.6M -13% 27k 95.11
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Morgan Stanley Com New (MS) 0.2 $2.6M +14% 28k 93.25
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Amgen (AMGN) 0.2 $2.6M +21% 9.0k 288.01
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Chunghwa Telecom Spon Adr New11 (CHT) 0.2 $2.6M -3% 66k 39.07
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Sony Group Corp Sponsored Adr (SONY) 0.2 $2.6M +8% 27k 94.69
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Equinix (EQIX) 0.2 $2.5M +11% 3.1k 805.46
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Starbucks Corporation (SBUX) 0.2 $2.5M +24% 26k 96.01
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Lam Research Corporation (LRCX) 0.2 $2.5M +22% 3.2k 783.30
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Bhp Group Sponsored Ads (BHP) 0.2 $2.5M +4% 36k 68.31
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McKesson Corporation (MCK) 0.2 $2.5M +22% 5.3k 462.99
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Mondelez Intl Cl A (MDLZ) 0.2 $2.5M -3% 34k 72.43
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CVS Caremark Corporation (CVS) 0.2 $2.5M +11% 31k 78.96
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Gilead Sciences (GILD) 0.2 $2.4M +23% 30k 81.01
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Colgate-Palmolive Company (CL) 0.2 $2.4M +24% 30k 79.71
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Marathon Petroleum Corp (MPC) 0.2 $2.4M +7% 16k 148.36
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Raytheon Technologies Corp (RTX) 0.2 $2.4M +10% 28k 84.14
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Schlumberger Com Stk (SLB) 0.2 $2.3M +6% 45k 52.04
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Synopsys (SNPS) 0.2 $2.3M +9% 4.5k 514.91
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.2 $2.3M +18% 250k 9.11
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Ing Groep Sponsored Adr (ING) 0.2 $2.3M +5% 150k 15.02
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United Parcel Service CL B (UPS) 0.2 $2.2M +14% 14k 157.23
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HSBC HLDGS Spon Adr New (HSBC) 0.2 $2.2M +2% 55k 40.54
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Deere & Company (DE) 0.2 $2.2M +6% 5.5k 399.88
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Thermo Fisher Scientific (TMO) 0.2 $2.1M +41% 4.0k 530.80
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Waste Management (WM) 0.2 $2.1M +27% 12k 179.10
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Iqvia Holdings (IQV) 0.2 $2.1M +28% 9.1k 231.38
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Medtronic SHS (MDT) 0.2 $2.1M -6% 25k 82.38
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AmerisourceBergen (COR) 0.2 $2.1M +23% 10k 205.37
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Charles Schwab Corporation (SCHW) 0.2 $2.1M +21% 30k 68.80
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Novartis Sponsored Adr (NVS) 0.2 $2.1M +10% 21k 100.97
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Metropcs Communications (TMUS) 0.2 $2.1M +6% 13k 160.33
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Hca Holdings (HCA) 0.2 $2.0M +169% 7.6k 270.68
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American Tower Reit (AMT) 0.2 $2.0M +49% 9.4k 215.89
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Hdfc Bank Sponsored Ads (HDB) 0.2 $2.0M +71% 30k 67.11
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Boston Scientific Corporation (BSX) 0.2 $2.0M +6% 35k 57.81
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Ubs Group SHS (UBS) 0.2 $2.0M +12% 65k 30.90
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Fiserv (FI) 0.2 $2.0M +28% 15k 132.84
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Sherwin-Williams Company (SHW) 0.2 $2.0M +10% 6.3k 311.88
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Southern Company (SO) 0.2 $2.0M +18% 28k 70.12
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Micron Technology (MU) 0.2 $2.0M +15% 23k 85.34
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Amphenol Corp Cl A (APH) 0.2 $1.9M +9% 20k 99.13
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Koninklijke Philips N V Ny Regis Shs New (PHG) 0.2 $1.9M +30% 82k 23.33
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Astrazeneca Sponsored Adr (AZN) 0.2 $1.9M 28k 67.35
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Parker-Hannifin Corporation (PH) 0.2 $1.8M +14% 4.0k 460.71
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Intercontinental Exchange (ICE) 0.2 $1.8M +11% 14k 128.43
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Kb Finl Group Sponsored Adr (KB) 0.2 $1.8M -11% 45k 41.37
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Cigna Corp (CI) 0.2 $1.8M -9% 6.1k 299.44
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $1.8M +31% 33k 55.90
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Citigroup Com New (C) 0.2 $1.8M +28% 35k 51.44
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Orix Corp Sponsored Adr (IX) 0.2 $1.8M +14% 19k 93.39
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Marsh & McLennan Companies (MMC) 0.2 $1.8M 9.5k 189.48
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Kla Corp Com New (KLAC) 0.2 $1.8M +22% 3.1k 581.35
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BP Sponsored Adr (BP) 0.2 $1.8M +7% 51k 35.40
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Duke Energy Corp Com New (DUK) 0.2 $1.8M +12% 18k 97.04
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Cme (CME) 0.2 $1.7M +18% 8.3k 210.61
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Banco Santander Adr (SAN) 0.2 $1.7M +7% 422k 4.14
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Target Corporation (TGT) 0.2 $1.7M +45% 12k 142.42
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Phillips 66 (PSX) 0.2 $1.7M +15% 13k 133.14
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National Grid Sponsored Adr Ne (NGG) 0.2 $1.7M -3% 25k 67.99
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Incyte Corporation (INCY) 0.2 $1.7M +3% 28k 62.79
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Discover Financial Services (DFS) 0.2 $1.7M +9% 15k 112.40
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Infosys Sponsored Adr (INFY) 0.2 $1.7M +11% 93k 18.38
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FedEx Corporation (FDX) 0.2 $1.7M +10% 6.7k 252.97
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General Dynamics Corporation (GD) 0.2 $1.7M 6.5k 259.68
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Paychex (PAYX) 0.1 $1.7M +19% 14k 119.11
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Capital One Financial (COF) 0.1 $1.7M +14% 13k 131.12
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Rio Tinto Sponsored Adr (RIO) 0.1 $1.7M +68% 22k 74.46
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Te Connectivity SHS (TEL) 0.1 $1.7M +18% 12k 140.50
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Consolidated Edison (ED) 0.1 $1.6M +18% 18k 90.97
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Kimberly-Clark Corporation (KMB) 0.1 $1.6M +3% 14k 121.51
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Uber Technologies (UBER) 0.1 $1.6M +44% 27k 61.57
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Valero Energy Corporation (VLO) 0.1 $1.6M +25% 13k 130.00
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Relx Sponsored Adr (RELX) 0.1 $1.6M -3% 41k 39.66
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General Mills (GIS) 0.1 $1.6M +18% 25k 65.14
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United Microelectronics Corp Spon Adr New (UMC) 0.1 $1.6M +14% 189k 8.46
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Freeport-mcmoran CL B (FCX) 0.1 $1.6M +29% 37k 42.57
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AFLAC Incorporated (AFL) 0.1 $1.6M +4% 19k 82.50
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Trane Technologies SHS (TT) 0.1 $1.6M +14% 6.5k 243.90
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Travelers Companies (TRV) 0.1 $1.6M +16% 8.2k 190.48
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Banco De Chile Sponsored Ads (BCH) 0.1 $1.6M -23% 68k 23.08
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PNC Financial Services (PNC) 0.1 $1.5M +22% 10k 154.84
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Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.1 $1.5M -8% 50k 30.78
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Humana (HUM) 0.1 $1.5M +12% 3.3k 457.81
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Kroger (KR) 0.1 $1.5M -4% 33k 45.71
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CSX Corporation (CSX) 0.1 $1.5M +35% 43k 34.67
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Crown Castle Intl (CCI) 0.1 $1.5M +84% 13k 115.19
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Stellantis SHS (STLA) 0.1 $1.4M +60% 62k 23.32
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Illinois Tool Works (ITW) 0.1 $1.4M +21% 5.5k 261.95
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American Intl Group Com New (AIG) 0.1 $1.4M -4% 21k 67.75
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Cadence Design Systems (CDNS) 0.1 $1.4M +13% 5.3k 272.37
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Constellation Energy (CEG) 0.1 $1.4M +65% 12k 116.89
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Autodesk (ADSK) 0.1 $1.4M +20% 5.8k 243.48
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Sempra Energy (SRE) 0.1 $1.4M +66% 19k 74.73
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Roper Industries (ROP) 0.1 $1.4M +17% 2.6k 545.20
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.4M +52% 3.5k 406.89
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Emerson Electric (EMR) 0.1 $1.4M +4% 14k 97.33
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General Electric Com New (GE) 0.1 $1.4M +24% 11k 127.63
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Honda Motor Adr Ech Cnv In 3 (HMC) 0.1 $1.4M -5% 44k 30.91
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Ase Technology Hldg Sponsored Ads (ASX) 0.1 $1.4M +14% 145k 9.41
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Palo Alto Networks (PANW) 0.1 $1.3M +30% 4.6k 294.88
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Mizuho Financial Group Sponsored Adr (MFG) 0.1 $1.3M +3% 390k 3.44
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Simon Property (SPG) 0.1 $1.3M +60% 9.3k 142.64
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Edwards Lifesciences (EW) 0.1 $1.3M +5% 17k 76.25
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Prudential Financial (PRU) 0.1 $1.3M +9% 13k 103.71
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SYSCO Corporation (SYY) 0.1 $1.3M +17% 18k 73.13
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Lg Display Spons Adr Rep (LPL) 0.1 $1.3M -27% 274k 4.82
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Sk Telecom Sponsored Adr (SKM) 0.1 $1.3M -3% 61k 21.40
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3M Company (MMM) 0.1 $1.3M +12% 12k 109.32
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Sanofi Sponsored Adr (SNY) 0.1 $1.3M -3% 26k 49.73
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Us Bancorp Del Com New (USB) 0.1 $1.3M +32% 30k 43.28
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Northrop Grumman Corporation (NOC) 0.1 $1.3M +19% 2.8k 468.20
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Air Products & Chemicals (APD) 0.1 $1.3M 4.7k 273.81
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Philip Morris International (PM) 0.1 $1.3M +48% 14k 94.08
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Rbc Cad (RY) 0.1 $1.3M +9% 13k 101.13
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Woori Finl Group Sponsored Ads (WF) 0.1 $1.3M +9% 42k 30.22
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United Rentals (URI) 0.1 $1.2M +12% 2.2k 573.42
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Republic Services (RSG) 0.1 $1.2M +12% 7.5k 164.92
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Monster Beverage Corp (MNST) 0.1 $1.2M +26% 22k 57.61
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Nxp Semiconductors N V (NXPI) 0.1 $1.2M +13% 5.4k 229.69
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Dex (DXCM) 0.1 $1.2M +16% 9.9k 124.09
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Mettler-Toledo International (MTD) 0.1 $1.2M +51% 1.0k 1212.96
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Bank of New York Mellon Corporation (BK) 0.1 $1.2M +42% 24k 52.05
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Williams Companies (WMB) 0.1 $1.2M +17% 35k 34.83
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D.R. Horton (DHI) 0.1 $1.2M -8% 7.9k 151.98
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CRH Ord (CRH) 0.1 $1.2M +16% 17k 69.16
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Realty Income (O) 0.1 $1.2M +56% 21k 57.42
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Kt Corp Sponsored Adr (KT) 0.1 $1.2M +13% 89k 13.44
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Orange Sponsored Adr (ORAN) 0.1 $1.2M -2% 104k 11.43
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Paccar (PCAR) 0.1 $1.2M +8% 12k 97.65
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Yum! Brands (YUM) 0.1 $1.2M +15% 9.1k 130.65
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Halliburton Company (HAL) 0.1 $1.2M +10% 32k 36.15
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MetLife (MET) 0.1 $1.2M +20% 18k 66.13
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EOG Resources (EOG) 0.1 $1.2M +25% 9.7k 120.95
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Blackstone Group Inc Com Cl A (BX) 0.1 $1.2M +38% 8.9k 130.91
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Paypal Holdings (PYPL) 0.1 $1.2M +17% 19k 61.41
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Wipro Spon Adr 1 Sh (WIT) 0.1 $1.2M +21% 210k 5.57
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Ameriprise Financial (AMP) 0.1 $1.2M +14% 3.1k 379.79
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Ross Stores (ROST) 0.1 $1.2M +11% 8.4k 138.39
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Motorola Solutions Com New (MSI) 0.1 $1.2M +26% 3.7k 313.13
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Welltower Inc Com reit (WELL) 0.1 $1.2M +18% 13k 90.17
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Aon Shs Cl A (AON) 0.1 $1.1M -7% 3.9k 291.04
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Digital Realty Trust (DLR) 0.1 $1.1M +20% 8.5k 134.58
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Oneok (OKE) 0.1 $1.1M +59% 16k 70.22
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Church & Dwight (CHD) 0.1 $1.1M +3% 12k 94.56
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Canadian Natl Ry (CNI) 0.1 $1.1M +11% 9.0k 125.63
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AutoZone (AZO) 0.1 $1.1M +38% 437.00 2585.61
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Occidental Petroleum Corporation (OXY) 0.1 $1.1M +19% 19k 59.71
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Intercontinental Hotels Grou Sponsored Ads (IHG) 0.1 $1.1M 12k 91.18
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Truist Financial Corp equities (TFC) 0.1 $1.1M +81% 30k 36.92
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Norfolk Southern (NSC) 0.1 $1.1M +27% 4.7k 236.38
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Cardinal Health (CAH) 0.1 $1.1M +9% 11k 100.80
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Dow (DOW) 0.1 $1.1M +25% 20k 54.84
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Moody's Corporation (MCO) 0.1 $1.1M +20% 2.8k 390.59
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Waters Corporation (WAT) 0.1 $1.1M +22% 3.3k 329.23
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Shopify Cl A (SHOP) 0.1 $1.1M +26% 14k 77.90
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Rockwell Automation (ROK) 0.1 $1.1M +3% 3.4k 310.48
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Public Service Enterprise (PEG) 0.1 $1.1M +13% 17k 61.15
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Carrier Global Corporation (CARR) 0.1 $1.1M +21% 18k 57.45
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Nomura Hldgs Sponsored Adr (NMR) 0.1 $1.1M +4% 233k 4.51
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American Electric Power Company (AEP) 0.1 $1.0M +3% 13k 81.22
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O'reilly Automotive (ORLY) 0.1 $1.0M +25% 1.1k 950.08
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Everest Re Group (EG) 0.1 $1.0M +2% 2.9k 353.61
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Stmicroelectronics N V Ny Registry (STM) 0.1 $1.0M +17% 21k 50.13
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Past Filings by First Trust Direct Indexing

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