| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 15 | Q2 2024 | 6.6% |
| MICROSOFT CORP | 15 | Q2 2024 | 5.9% |
| AMAZON COM INC | 15 | Q2 2024 | 3.5% |
| ALPHABET INC | 15 | Q2 2024 | 3.1% |
| NVIDIA CORPORATION | 15 | Q2 2024 | 5.5% |
| META PLATFORMS INC | 15 | Q2 2024 | 1.9% |
| TESLA INC | 15 | Q2 2024 | 1.8% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q2 2024 | 1.6% |
| TAIWAN SEMICONDUCTOR MFG LTD | 15 | Q2 2024 | 1.9% |
| JPMORGAN CHASE & CO. | 15 | Q2 2024 | 1.3% |
View First Trust Direct Indexing L.P.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-18 |
View First Trust Direct Indexing L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.