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 |
