First Trust Direct Indexing L.P. Top Holdings and 13F Report (2024) → Elon’s New Device is About to Shock the World (From InvestorPlace) (Ad) About First Trust Direct Indexing L.P.Investment ActivityFirst Trust Direct Indexing L.P. has $1.34 billion in total holdings as of March 31, 2024.First Trust Direct Indexing L.P. owns shares of 806 different stocks, but just 250 companies or ETFs make up 80% of its holdings.Approximately 12.17% of the portfolio was purchased this quarter.About 2.90% of the portfolio was sold this quarter.This quarter, First Trust Direct Indexing L.P. has purchased 754 new stocks and bought additional shares in 506 stocks.First Trust Direct Indexing L.P. sold shares of 189 stocks and completely divested from 53 stocks this quarter.Largest Holdings Microsoft $79,856,309Apple $62,382,501NVIDIA $56,802,500Amazon.com $38,266,535Alphabet $36,089,778 Largest New Holdings this Quarter Avantis International Equity ETF $1,514,271 HoldingInvesco Bloomberg Pricing Power ETF $1,280,295 HoldingiShares MSCI USA Quality Factor ETF $1,256,291 HoldingiShares MSCI USA Momentum Factor ETF $1,218,337 HoldingInvesco S&P 500 GARP ETF $903,461 Holding Largest Purchases this Quarter Microsoft 27,415 shares (about $11.53M)NVIDIA 10,478 shares (about $9.47M)Walmart 116,136 shares (about $6.99M)Amazon.com 34,913 shares (about $6.30M)Apple 34,514 shares (about $5.92M) Largest Sales this Quarter Chunghwa Telecom 32,804 shares (about $1.28M)LG Display 249,358 shares (about $1.02M)KB Financial Group 19,272 shares (about $1.00M)SK Telecom 45,025 shares (about $970.74K)Shinhan Financial Group 25,621 shares (about $909.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Trust Direct Indexing L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$79,856,309$11,534,020 ▲16.9%189,8095.9%Computer and TechnologyAAPLApple$62,382,501$5,918,457 ▲10.5%363,7894.6%Computer and TechnologyNVDANVIDIA$56,802,500$9,467,535 ▲20.0%62,8654.2%Computer and TechnologyAMZNAmazon.com$38,266,535$6,297,607 ▲19.7%212,1442.8%Retail/WholesaleGOOGLAlphabet$36,089,778$4,969,370 ▲16.0%239,1162.7%Computer and TechnologyMETAMeta Platforms$24,954,653$3,453,474 ▲16.1%51,3911.9%Computer and TechnologyBRK.BBerkshire Hathaway$21,344,754$1,921,776 ▲9.9%50,7581.6%FinanceJPMJPMorgan Chase & Co.$15,545,665$1,211,613 ▲8.5%77,6121.2%FinanceAVGOBroadcom$14,101,009$1,275,042 ▲9.9%10,6391.0%Computer and TechnologyLLYEli Lilly and Company$13,452,046$1,491,387 ▲12.5%17,2911.0%MedicalXOMExxon Mobil$12,973,966$1,372,673 ▲11.8%111,6141.0%Oils/EnergyVVisa$10,970,050$763,561 ▲7.5%39,3080.8%Business ServicesHDHome Depot$10,902,912$1,232,873 ▲12.7%28,4230.8%Retail/WholesaleTSLATesla$10,242,932$427,697 ▲4.4%58,2680.8%Auto/Tires/TrucksCOSTCostco Wholesale$10,087,574$986,852 ▲10.8%13,7690.8%Retail/WholesaleMAMastercard$9,897,122$1,230,880 ▲14.2%20,5520.7%Business ServicesWMTWalmart$9,761,857$6,987,901 ▲251.9%162,2380.7%Retail/WholesalePGProcter & Gamble$9,072,590$917,205 ▲11.2%55,9170.7%Consumer StaplesNVONovo Nordisk A/S$8,840,110$7,832 ▲0.1%68,8480.7%MedicalJNJJohnson & Johnson$8,786,550$838,095 ▲10.5%55,5440.7%MedicalTSMTaiwan Semiconductor Manufacturing$8,205,660$767,180 ▼-8.6%60,3140.6%Computer and TechnologyPEPPepsiCo$7,584,982$241,690 ▲3.3%43,3400.6%Consumer StaplesASMLASML$7,146,900$194,104 ▲2.8%7,3640.5%Computer and TechnologyAMDAdvanced Micro Devices$7,138,921$1,105,140 ▲18.3%39,5530.5%Computer and TechnologyUNHUnitedHealth Group$6,836,659$26,713 ▲0.4%13,8200.5%MedicalMCDMcDonald's$6,781,380$599,982 ▲9.7%24,0520.5%Retail/WholesaleDISWalt Disney$6,761,762$779,069 ▲13.0%55,2610.5%Consumer DiscretionaryCVXChevron$6,724,213$1,065,072 ▲18.8%42,6280.5%Oils/EnergyMRKMerck & Co., Inc.$6,386,197$982,360 ▲18.2%48,3990.5%MedicalGOOGAlphabet$6,333,864$282,290 ▲4.7%41,5990.5%Computer and TechnologyACNAccenture$6,277,375$564,967 ▲9.9%18,1110.5%Business ServicesABBVAbbVie$6,276,241$1,077,118 ▲20.7%34,4660.5%MedicalNFLXNetflix$6,273,719$815,037 ▲14.9%10,3300.5%Consumer DiscretionaryCRMSalesforce$6,235,631$552,967 ▲9.7%20,7040.5%Computer and TechnologyKOCoca-Cola$6,166,269$370,812 ▲6.4%100,7890.5%Consumer StaplesORCLOracle$6,034,858$760,198 ▲14.4%48,0440.4%Computer and TechnologyCSCOCisco Systems$5,936,077$505,287 ▲9.3%118,9360.4%Computer and TechnologyBACBank of America$5,873,070$566,940 ▲10.7%154,8810.4%FinanceLINDE PLC$5,778,832$677,896 ▲13.3%12,4460.4%SHSCATCaterpillar$5,578,938$648,586 ▲13.2%15,2250.4%Industrial ProductsABTAbbott Laboratories$5,375,450$322,568 ▲6.4%47,2940.4%MedicalINTUIntuit$4,868,804$689,693 ▲16.5%7,4900.4%Computer and TechnologyTMToyota Motor$4,792,833$40,018 ▼-0.8%19,0430.4%Auto/Tires/TrucksADBEAdobe$4,772,002$312,347 ▲7.0%9,4570.4%Computer and TechnologyIBMInternational Business Machines$4,656,123$477,203 ▲11.4%24,3830.3%Computer and TechnologyVZVerizon Communications$4,642,928$116,481 ▲2.6%110,6510.3%Computer and TechnologyCMCSAComcast$4,631,323$308,868 ▲7.1%106,8360.3%Consumer DiscretionaryADPAutomatic Data Processing$4,602,616$854,843 ▲22.8%18,4300.3%Business ServicesWFCWells Fargo & Company$4,579,218$364,160 ▲8.6%79,0070.3%FinanceSHELShell$4,422,419$296,920 ▼-6.3%65,9670.3%Oils/EnergyQCOMQUALCOMM$4,422,125$655,531 ▲17.4%26,1200.3%Computer and TechnologyUNPUnion Pacific$4,346,014$410,943 ▲10.4%17,6720.3%TransportationINTCIntel$4,328,863$417,714 ▲10.7%98,0050.3%Computer and TechnologyAXPAmerican Express$4,293,648$333,573 ▲8.4%18,8570.3%FinanceELVElevance Health$4,286,733$282,602 ▲7.1%8,2670.3%MedicalMUFGMitsubishi UFJ Financial Group$4,232,883$150,156 ▼-3.4%413,7720.3%FinancePGRProgressive$4,196,856$172,284 ▲4.3%20,2920.3%FinanceTXNTexas Instruments$4,129,461$436,046 ▲11.8%23,7040.3%Computer and TechnologyNEENextEra Energy$4,114,983$59,309 ▲1.5%64,3870.3%UtilitiesISRGIntuitive Surgical$4,105,838$266,991 ▲7.0%10,2880.3%MedicalSYKStryker$4,080,286$247,995 ▲6.5%11,4020.3%MedicalSAPSAP$4,054,317$38,226 ▲1.0%20,7880.3%Computer and TechnologyLOWLowe's Companies$3,968,682$418,011 ▲11.8%15,5800.3%Retail/WholesaleAMATApplied Materials$3,939,269$356,990 ▲10.0%19,1010.3%Computer and TechnologyETNEaton$3,858,024$373,327 ▲10.7%12,3390.3%Industrial ProductsNOWServiceNow$3,784,554$316,396 ▲9.1%4,9640.3%Computer and TechnologyGSThe Goldman Sachs Group$3,712,525$464,483 ▲14.3%8,8880.3%FinanceTJXTJX Companies$3,595,881$335,906 ▲10.3%35,4550.3%Retail/WholesaleSMFGSumitomo Mitsui Financial Group$3,557,441$73,563 ▼-2.0%302,2460.3%FinanceCBChubb$3,501,449$49,236 ▲1.4%13,5120.3%FinanceDHRDanaher$3,498,875$469,480 ▲15.5%14,0110.3%Multi-Sector ConglomeratesHONHoneywell International$3,477,692$300,686 ▲9.5%16,9440.3%Multi-Sector ConglomeratesLRCXLam Research$3,458,063$383,797 ▲12.5%3,5590.3%Computer and TechnologyBLKBlackRock$3,395,781$371,843 ▲12.3%4,0730.3%FinanceMPCMarathon Petroleum$3,377,710$129,765 ▲4.0%16,7630.3%Oils/EnergySPGIS&P Global$3,377,054$441,595 ▲15.0%7,9380.3%Business ServicesTAT&T$3,366,976$122,003 ▲3.8%191,3050.3%Computer and TechnologyTTETotalEnergies$3,350,507$286,746 ▼-7.9%48,6780.2%Oils/EnergyCOPConocoPhillips$3,319,851$176,920 ▲5.6%26,0830.2%Oils/EnergyBKNGBooking$3,283,308$308,377 ▲10.4%9050.2%Retail/WholesaleREGNRegeneron Pharmaceuticals$3,254,179$93,362 ▲3.0%3,3810.2%MedicalPLDPrologis$3,169,483$525,447 ▲19.9%24,3390.2%FinanceUBERUber Technologies$3,153,741$1,107,886 ▲54.2%40,9630.2%Computer and TechnologyIBNICICI Bank$3,089,756$68,560 ▼-2.2%116,9920.2%FinanceMUMicron Technology$3,075,455$376,548 ▲14.0%26,0870.2%Computer and TechnologyMSMorgan Stanley$3,000,330$384,646 ▲14.7%31,8640.2%FinanceBBVABanco Bilbao Vizcaya Argentaria$2,972,373$8,442 ▲0.3%251,0450.2%FinanceRTXRTX$2,915,030$173,698 ▲6.3%29,8890.2%AerospaceTMOThermo Fisher Scientific$2,895,030$549,248 ▲23.4%4,9810.2%MedicalAMGNAmgen$2,893,353$336,648 ▲13.2%10,1760.2%MedicalEQIXEquinix$2,825,423$272,390 ▲10.7%3,4230.2%FinanceSNPSSynopsys$2,767,203$209,741 ▲8.2%4,8420.2%Computer and TechnologyNKENIKE$2,744,448$24,153 ▲0.9%29,2020.2%Consumer DiscretionaryMCKMcKesson$2,743,386$119,184 ▼-4.2%5,1100.2%MedicalADIAnalog Devices$2,719,145$121,835 ▲4.7%13,7480.2%Computer and TechnologyFIFiserv$2,704,314$334,503 ▲14.1%16,9210.2%Business ServicesCVSCVS Health$2,667,274$184,805 ▲7.4%33,4410.2%Retail/WholesaleZTSZoetis$2,657,422$134,352 ▲5.3%15,7050.2%MedicalULUnilever$2,647,282$225,605 ▼-7.9%52,7450.2%Consumer StaplesBSXBoston Scientific$2,637,276$238,482 ▲9.9%38,5060.2%MedicalShowing largest 100 holdings. 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