First Trust Direct Indexing provides exposure to a variety of benchmarks through direct ownership of individual securities in a portfolio via a tax-advantaged SMA. These SMAs offer continual portfolio review with intra-day tax-loss harvesting to provide a greater ability to generate tax alpha. They can be customized based on factor tilts or personal values while keeping tracking error in line with a specified target.
Select a Benchmark
Personalize your Portfolio
Optimize your Exposure
Potential to Maximize After-Tax Returns