FIRST TRUST DIRECT INDEXING L.P.
Legal name: FIRST TRUST DIRECT INDEXING
CRD #297760 SEC #801-113667 BOSTON, MA 617-752-6010
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
8
Clients
--
Accounts
528
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2024 | $1.4B | $1.4B | $0 | 11 | 2 |
| Sep 2024 | $1.4B | $1.4B | $0 | 11 | 2 |
| Jul 2024 | $1.4B | $1.4B | $0 | 11 | 2 |
| Jun 2024 | $1.4B | $1.4B | $0 | 8 | 2 |
| Apr 2024 | $1.4B | $1.4B | $0 | 8 | 2 |
| Apr 2024 | $1.4B | $1.4B | $0 | 8 | 2 |
| Mar 2024 | $1.4B | $1.4B | $0 | 10 | 2 |
| Jan 2024 | $1.4B | $1.4B | $0 | 10 | 2 |
| Jan 2024 | $990.1M | $990.1M | $0 | 13 | 0 |
| Nov 2023 | $990.1M | $990.1M | $0 | 13 | 0 |
| Sep 2023 | $990.1M | $990.1M | $0 | 13 | 0 |
| Aug 2023 | $990.1M | $990.1M | $0 | 13 | 0 |
| Jul 2023 | $990.1M | $990.1M | $0 | 13 | 0 |
| Jun 2023 | $990.1M | $990.1M | $0 | 13 | 0 |
| Mar 2023 | $990.1M | $990.1M | $0 | 13 | 0 |
| Feb 2023 | $1B | $1B | $0 | 9 | 0 |
| Jan 2023 | $1B | $1B | $0 | 7 | 0 |
| Dec 2022 | $1B | $1B | $0 | 7 | 0 |
| Nov 2022 | $1B | $1B | $0 | 7 | 0 |
| Nov 2022 | $1B | $1B | $0 | 7 | 0 |
| Aug 2022 | $1B | $1B | $0 | 8 | 0 |
| Aug 2022 | $1B | $1B | $0 | 8 | 0 |
| Jun 2022 | $1B | $1B | $0 | 8 | 0 |
| Jun 2022 | $1B | $1B | $0 | 8 | 0 |
| Apr 2022 | $1B | $1B | $0 | 8 | 0 |
| Mar 2022 | $1B | $1B | $0 | 8 | 0 |
| Dec 2021 | $744.7M | $744.7M | $0 | 8 | 0 |
| Dec 2021 | $744.7M | $744.7M | $0 | 8 | 0 |
| Aug 2021 | $744.7M | $744.7M | $0 | 8 | 0 |
| Aug 2021 | $744.7M | $744.7M | $0 | 8 | 0 |
| Jun 2021 | $744.7M | $744.7M | $0 | 8 | 0 |
| Mar 2021 | $744.7M | $744.7M | $0 | 8 | 0 |
| Feb 2021 | $229.1M | $229.1M | $0 | 10 | 0 |
| Aug 2020 | $229.1M | $229.1M | $0 | 10 | 0 |
| Jun 2020 | $229.1M | $229.1M | $0 | 10 | 0 |
| May 2020 | $229.1M | $229.1M | $0 | 10 | 0 |
| Mar 2020 | $229.1M | $229.1M | $0 | 10 | 0 |
| Mar 2020 | $229.1M | $229.1M | $0 | 10 | 0 |
| Dec 2019 | $158.2M | $158.2M | $0 | 8 | 0 |
| Nov 2019 | $158.2M | $158.2M | $0 | 8 | 0 |
| Jul 2019 | $158.2M | $158.2M | $0 | 8 | 0 |
| May 2019 | $158.2M | $158.2M | $0 | 8 | 0 |
| Apr 2019 | $158.2M | $158.2M | $0 | 8 | 0 |
| Mar 2019 | $158.2M | $158.2M | $0 | 8 | 0 |
| Jan 2019 | $0 | $0 | $0 | 3 | 0 |
| Dec 2018 | $0 | $0 | $0 | 3 | 0 |
| Oct 2018 | $0 | $0 | $0 | 3 | 0 |
| Sep 2018 | $0 | $0 | $0 | 3 | 0 |
| Aug 2018 | $0 | $0 | $0 | 3 | 0 |
| Jun 2018 | $0 | $0 | $0 | 3 | 0 |
DateSep 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients2
DateSep 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients2
DateJul 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees11
Clients2
DateJun 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients2
DateApr 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients2
DateApr 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees8
Clients2
DateMar 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients2
DateJan 2024
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients2
DateJan 2024
Total AUM$990.1M
Discretionary$990.1M
Non-Disc.$0
Employees13
Clients0
DateNov 2023
Total AUM$990.1M
Discretionary$990.1M
Non-Disc.$0
Employees13
Clients0
DateSep 2023
Total AUM$990.1M
Discretionary$990.1M
Non-Disc.$0
Employees13
Clients0
DateAug 2023
Total AUM$990.1M
Discretionary$990.1M
Non-Disc.$0
Employees13
Clients0
DateJul 2023
Total AUM$990.1M
Discretionary$990.1M
Non-Disc.$0
Employees13
Clients0
DateJun 2023
Total AUM$990.1M
Discretionary$990.1M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$990.1M
Discretionary$990.1M
Non-Disc.$0
Employees13
Clients0
DateFeb 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees9
Clients0
DateJan 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients0
DateDec 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients0
DateAug 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees8
Clients0
DateAug 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees8
Clients0
DateJun 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees8
Clients0
DateJun 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees8
Clients0
DateApr 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees8
Clients0
DateDec 2021
Total AUM$744.7M
Discretionary$744.7M
Non-Disc.$0
Employees8
Clients0
DateDec 2021
Total AUM$744.7M
Discretionary$744.7M
Non-Disc.$0
Employees8
Clients0
DateAug 2021
Total AUM$744.7M
Discretionary$744.7M
Non-Disc.$0
Employees8
Clients0
DateAug 2021
Total AUM$744.7M
Discretionary$744.7M
Non-Disc.$0
Employees8
Clients0
DateJun 2021
Total AUM$744.7M
Discretionary$744.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$744.7M
Discretionary$744.7M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$229.1M
Discretionary$229.1M
Non-Disc.$0
Employees10
Clients0
DateAug 2020
Total AUM$229.1M
Discretionary$229.1M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$229.1M
Discretionary$229.1M
Non-Disc.$0
Employees10
Clients0
DateMay 2020
Total AUM$229.1M
Discretionary$229.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$229.1M
Discretionary$229.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$229.1M
Discretionary$229.1M
Non-Disc.$0
Employees10
Clients0
DateDec 2019
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees8
Clients0
DateNov 2019
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees8
Clients0
DateJul 2019
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees8
Clients0
DateMay 2019
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees8
Clients0
DateApr 2019
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$158.2M
Discretionary$158.2M
Non-Disc.$0
Employees8
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0