Key facts
- Notable investors include First Trust Capital Partners.
- Status: Acquired/Merged.
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for First Trust Direct Indexing
- ·The full record, as it builds
Funding rounds
No funding rounds for First Trust Direct Indexing are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About First Trust Direct Indexing
Operator of an investment advisory firm intended to help clients make wise investment decisions that benefit the greater good. The company offers low-cost direct indexing of public equities, advisory and consultancy, thereby enabling investors to receive tax benefits and eliminating unwanted risk exposures.
- Sector
- Financial Services
- HQ
- Boston, MA, United States
- Employees
- 20
- Website
- ftdirectindexing.com/
- Ownership
- Acquired/Merged
First Trust Direct Indexing doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in First Trust Direct Indexing shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on First Trust Direct Indexing in its N-PORT filings yet. We sweep new filings monthly.