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First Trust Direct Indexing L.P. Top Holdings and 13F Report (2025)

About First Trust Direct Indexing L.P.

Investment Activity

  • First Trust Direct Indexing L.P. has $0.00 in total holdings as of December 31, 2024.
  • First Trust Direct Indexing L.P. owns shares of 1 different stock, but just 0 companies or ETFs make up 80% of its holdings.
  • About ∞ of the portfolio was sold this quarter.
  • This quarter, First Trust Direct Indexing L.P. has purchased 979 new stocks and bought additional shares in 0 stocks.
  • First Trust Direct Indexing L.P. sold shares of 0 stocks and completely divested from 980 stocks this quarter.

Largest Holdings

N/A
$0

Largest New Holdings this Quarter

000000000 - N/A
$0 Holding

Sector Allocation Over Time

Map of 500 Largest Holdings ofFirst Trust Direct Indexing L.P.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
N/A
$0New Holding0NaNCOM
Apple Inc. stock logo
AAPL
Apple
$0$107,218,887 ▼-100.0%0NaNTechnology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$0$96,018,680 ▼-100.0%0NaNTechnology
Microsoft Corporation stock logo
MSFT
Microsoft
$0$93,295,741 ▼-100.0%0NaNTechnology
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$48,619,214 ▼-100.0%0NaNCommunication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$0$44,600,730 ▼-100.0%0NaNConsumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$0$37,173,933 ▼-100.0%0NaNCommunication Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$0$31,241,197 ▼-100.0%0NaNFinance
Broadcom Inc. stock logo
AVGO
Broadcom
$0$23,923,296 ▼-100.0%0NaNTechnology
Tesla, Inc. stock logo
TSLA
Tesla
$0$21,340,059 ▼-100.0%0NaNConsumer Discretionary
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$0$19,634,277 ▼-100.0%0NaNHealthcare
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$18,300,692 ▼-100.0%0NaNEnergy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$0$17,898,210 ▼-100.0%0NaNFinance
The Home Depot, Inc. stock logo
HD
Home Depot
$0$15,976,733 ▼-100.0%0NaNConsumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$0$15,657,394 ▼-100.0%0NaNConsumer Staples
Visa Inc. stock logo
V
Visa
$0$14,392,340 ▼-100.0%0NaNFinance
WALMART INC
$0$14,111,808 ▼-100.0%0NaNCOM
Mastercard Incorporated stock logo
MA
Mastercard
$0$13,304,948 ▼-100.0%0NaNFinance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$0$12,058,443 ▼-100.0%0NaNConsumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$11,912,034 ▼-100.0%0NaNHealthcare
CocaCola Company (The) stock logo
KO
CocaCola
$0$10,376,657 ▼-100.0%0NaNConsumer Staples
Oracle Corporation stock logo
ORCL
Oracle
$0$10,292,438 ▼-100.0%0NaNTechnology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$10,189,771 ▼-100.0%0NaNHealthcare
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$0$9,910,066 ▼-100.0%0NaNTechnology
Netflix, Inc. stock logo
NFLX
Netflix
$0$9,466,322 ▼-100.0%0NaNCommunication Services
McDonald's Corporation stock logo
MCD
McDonald's
$0$9,262,426 ▼-100.0%0NaNConsumer Discretionary
PepsiCo, Inc. stock logo
PEP
PepsiCo
$0$9,161,063 ▼-100.0%0NaNConsumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$0$8,992,908 ▼-100.0%0NaNHealthcare
Alphabet Inc. stock logo
GOOG
Alphabet
$0$8,824,692 ▼-100.0%0NaNCommunication Services
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$0$8,671,634 ▼-100.0%0NaNHealthcare
Bank of America Corporation stock logo
BAC
Bank of America
$0$8,312,501 ▼-100.0%0NaNFinance
Accenture PLC stock logo
ACN
Accenture
$0$8,077,045 ▼-100.0%0NaNTechnology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$0$7,967,064 ▼-100.0%0NaNTechnology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$0$7,738,001 ▼-100.0%0NaNTechnology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$0$7,387,752 ▼-100.0%0NaNTechnology
Salesforce Inc. stock logo
CRM
Salesforce
$0$7,374,956 ▼-100.0%0NaNTechnology
LINDE PLC
$0$7,338,617 ▼-100.0%0NaNSHS
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$0$7,292,399 ▼-100.0%0NaNUtilities
International Business Machines Corporation stock logo
IBM
International Business Machines
$0$7,124,254 ▼-100.0%0NaNTechnology
Chevron Corporation stock logo
CVX
Chevron
$0$7,013,483 ▼-100.0%0NaNEnergy
Caterpillar Inc. stock logo
CAT
Caterpillar
$0$7,000,074 ▼-100.0%0NaNIndustrials
Adobe Inc. stock logo
ADBE
Adobe
$0$6,857,535 ▼-100.0%0NaNTechnology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$0$6,721,312 ▼-100.0%0NaNTechnology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$0$6,675,206 ▼-100.0%0NaNHealthcare
The Progressive Corporation stock logo
PGR
Progressive
$0$6,636,838 ▼-100.0%0NaNFinance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$0$6,623,631 ▼-100.0%0NaNHealthcare
American Express Company stock logo
AXP
American Express
$0$6,574,700 ▼-100.0%0NaNFinance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$0$6,551,345 ▼-100.0%0NaNConsumer Discretionary
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$0$6,461,579 ▼-100.0%0NaNCommunication Services
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$0$6,393,335 ▼-100.0%0NaNHealthcare
ASML Holding N.V. stock logo
ASML
ASML
$0$6,153,527 ▼-100.0%0NaNTechnology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$0$6,090,973 ▼-100.0%0NaNIndustrials
Intuit Inc. stock logo
INTU
Intuit
$0$5,937,213 ▼-100.0%0NaNTechnology
BlackRock stock logo
BLK
BlackRock
$0$5,781,933 ▼-100.0%0NaNFinance
The Walt Disney Company stock logo
DIS
Walt Disney
$0$5,775,540 ▼-100.0%0NaNCommunication Services
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$0$5,773,299 ▼-100.0%0NaNTechnology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$0$5,679,838 ▼-100.0%0NaNFinance
Union Pacific Corporation stock logo
UNP
Union Pacific
$0$5,676,336 ▼-100.0%0NaNIndustrials
AT&T Inc. stock logo
T
AT&T
$0$5,598,955 ▼-100.0%0NaNCommunication Services
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$0$5,536,624 ▼-100.0%0NaNConsumer Discretionary
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$0$5,525,233 ▼-100.0%0NaNFinance
Elevance Health, Inc. stock logo
ELV
Elevance Health
$0$5,362,754 ▼-100.0%0NaNHealthcare
Chubb Limited stock logo
CB
Chubb
$0$5,350,205 ▼-100.0%0NaNFinance
S&P Global Inc. stock logo
SPGI
S&P Global
$0$5,339,314 ▼-100.0%0NaNFinance
GE Aerospace stock logo
GE
GE Aerospace
$0$5,315,861 ▼-100.0%0NaNIndustrials
Comcast Corporation stock logo
CMCSA
Comcast
$0$5,315,857 ▼-100.0%0NaNCommunication Services
Morgan Stanley stock logo
MS
Morgan Stanley
$0$5,177,981 ▼-100.0%0NaNFinance
Booking Holdings Inc. stock logo
BKNG
Booking
$0$5,123,202 ▼-100.0%0NaNConsumer Discretionary
SAP SE stock logo
SAP
SAP
$0$5,065,944 ▼-100.0%0NaNTechnology
Stryker Corporation stock logo
SYK
Stryker
$0$5,015,123 ▼-100.0%0NaNHealthcare
Danaher Corporation stock logo
DHR
Danaher
$0$4,983,615 ▼-100.0%0NaNHealthcare
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$0$4,978,285 ▼-100.0%0NaNHealthcare
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$0$4,878,590 ▼-100.0%0NaNTechnology
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$0$4,844,878 ▼-100.0%0NaNConsumer Staples
Amgen Inc. stock logo
AMGN
Amgen
$0$4,651,175 ▼-100.0%0NaNHealthcare
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$0$4,551,010 ▼-100.0%0NaNHealthcare
Analog Devices, Inc. stock logo
ADI
Analog Devices
$0$4,455,665 ▼-100.0%0NaNTechnology
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$0$4,378,184 ▼-100.0%0NaNEnergy
FISERV INC
$0$4,315,552 ▼-100.0%0NaNCOM
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$0$4,293,991 ▼-100.0%0NaNHealthcare
Eaton Corporation, PLC stock logo
ETN
Eaton
$0$4,288,289 ▼-100.0%0NaNIndustrials
Prologis, Inc. stock logo
PLD
Prologis
$0$4,191,606 ▼-100.0%0NaNReal Estate
Mitsubishi UFJ Financial Group, Inc. stock logo
MUFG
Mitsubishi UFJ Financial Group
$0$4,183,124 ▼-100.0%0NaNFinance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$0$4,105,901 ▼-100.0%0NaNIndustrials
Zoetis Inc. stock logo
ZTS
Zoetis
$0$4,048,065 ▼-100.0%0NaNHealthcare
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$0$4,038,454 ▼-100.0%0NaNHealthcare
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$0$3,891,005 ▼-100.0%0NaNIndustrials
Sumitomo Mitsui Financial Group Inc stock logo
SMFG
Sumitomo Mitsui Financial Group
$0$3,854,729 ▼-100.0%0NaNFinance
RTX Corporation stock logo
RTX
RTX
$0$3,845,733 ▼-100.0%0NaNIndustrials
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$0$3,836,795 ▼-100.0%0NaNCommunication Services
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$0$3,794,465 ▼-100.0%0NaNIndustrials
MARSH & MCLENNAN COS INC
$0$3,760,266 ▼-100.0%0NaNCOM
Southern Company (The) stock logo
SO
Southern
$0$3,645,327 ▼-100.0%0NaNUtilities
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$3,619,170 ▼-100.0%0NaNETF
Equinix, Inc. stock logo
EQIX
Equinix
$0$3,601,686 ▼-100.0%0NaNReal Estate
Starbucks Corporation stock logo
SBUX
Starbucks
$0$3,552,046 ▼-100.0%0NaNConsumer Discretionary
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$0$3,539,409 ▼-100.0%0NaNUtilities
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$0$3,504,861 ▼-100.0%0NaNFinance
Trane Technologies plc stock logo
TT
Trane Technologies
$0$3,496,176 ▼-100.0%0NaNIndustrials
Amphenol Corporation stock logo
APH
Amphenol
$0$3,481,505 ▼-100.0%0NaNTechnology

Showing largest 100 holdings. View all holdings.
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