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 |
|---|---|---|---|---|---|---|---|---|---|
| NISOURCE INC | COM | 601 | $308,973 | 11,297 | 0.00 | 0.00 | 3,307 | 41.39 | 06-30-2023 |
| HEWLETT PACKARD ENTERPRISE C | COM | 602 | $307,070 | 18,278 | 0.00 | 0.00 | 4,201 | 29.84 | 06-30-2023 |
| MODERNA INC | COM | 603 | $307,030 | 2,527 | 0.00 | 0.00 | -254 | -9.13 | 06-30-2023 |
| BORGWARNER INC | COM | 604 | $306,068 | 6,258 | 0.00 | 0.00 | -62 | -0.98 | 06-30-2023 |
