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 |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $59,287,554 | 305,653 | 0.01 | 0.01 | 8,859 | 2.98 | 06-30-2023 |
| MICROSOFT CORP | COM | 2 | $45,510,590 | 133,642 | 0.01 | 0.00 | 5,604 | 4.38 | 06-30-2023 |
| AMAZON COM INC | COM | 3 | $21,670,264 | 166,234 | 0.00 | 0.00 | 26,939 | 19.34 | 06-30-2023 |
| NVIDIA CORPORATION | COM | 4 | $19,525,376 | 46,157 | 0.00 | 0.00 | 4,814 | 11.64 | 06-30-2023 |
