Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FIRST TRUST DIRECT INDEXING LP 07-13-2023 06-30-2023 710 898,235,894
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DISNEY WALT CO COM 51 $2,806,422 31,434 0.00 0.00 928 3.04 06-30-2023
CATERPILLAR INC COM 52 $2,793,850 11,355 0.00 0.00 -6 -0.05 06-30-2023
AT&T INC COM 53 $2,707,417 169,744 0.00 0.00 -1,516 -0.89 06-30-2023
MONDELEZ INTL INC CL A 54 $2,671,148 36,621 0.00 0.00 3,266 9.79 06-30-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6