First Trust Direct Indexing L.P. Info

First Trust Direct Indexing L.P. info

First Trust Direct Indexing L.P. (SEC CIK 1845469) first filed with the SEC on 2021-02-11 (Form 13F-HR) and has filed 18 times since, including 17 Form 13F-HR quarterly holdings reports. It is organized in IL and registered at 33 ARCH STREET, SUITE 1700, BOSTON, MA, 02110.

Name: Value First Trust Direct Indexing L.P..
SEC CIK: Value 1845469.
State of organization: Value IL.
Business address: Value 33 ARCH STREET, SUITE 1700, BOSTON, MA, 02110.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	First Trust Direct Indexing L.P.
SEC CIK	1845469
State of organization	IL
Business address	33 ARCH STREET, SUITE 1700, BOSTON, MA, 02110
Mailing address	33 ARCH STREET, SUITE 1700, BOSTON, MA, 02110
Phone	6177526010
Fiscal year end	December 31
Former names	Veriti Management LLC (2021-02-11 to 2023-01-20)

SEC Filing History

Field	Value
First SEC filing	2021-02-11 (Form 13F-HR)
Latest SEC filing	2025-01-23 (Form 13F-HR)
Filings on EDGAR	18
First Form 13F-HR	2021-02-11 (quarter ended 2020-12-31)
Latest Form 13F-HR	2025-01-23 (quarter ended 2024-12-31)
Form 13F-HR filings	17

Filings by Form

Form	Filings	Latest
13F-HR	17	2025-01-23
N-PX	1	2024-08-30

Filings by Year

Year	Filings	Form 13F-HR
2025	1	1
2024	5	4
2023	4	4
2022	4	4
2021	4	4

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