First Trust Direct Indexing L.P. Terms of Use

First Trust Direct Indexing L.P. (FTDI) maintains this site to provide the user with information, education, and communication with FTDI. Access and use of are subject to the terms and conditions set forth herein and all applicable laws. FTDI may revise these terms and conditions from time to time.

Rules and Regulations

The following rules and regulations apply to all visitors to or users of By accessing, user acknowledges acceptance of these terms and conditions. FTDI reserves the right to change these rules and regulations from time to time at its sole discretion. In the case of any violation of these rules and regulations, FTDI reserves the right to seek all remedies available by law and in equity for such violations. These rules and regulations apply to all visits to, both now and in the future.
All contents on this site are protected by copyright. Except as specifically permitted herein, no portion of the information on may be reproduced in any form, or by any means, without prior written permission from FTDI. Visitors or uses are not permitted to modify, distribute, publish, transmit, or create derivative works of any material found on for any public or commercial purposes.


Trademarks, logos, and service marks (“Marks”) displayed on are the property of FTDI or other third parties. Users are not permitted to use these Marks without the prior written consent of FTDI or such third party which may own the Marks.

General Disclaimer

Although FTDI has attempted to provide up to date and accurate information on its website, FTDI makes no warranties or representations as to the accuracy of this information. By using, you agree that FTDI will not be liable for any direct, incidental, consequential, indirect, or punitive damages arising out of your access, use, or inability to use, or any errors or omissions in the content thereof.
This site is not intended to provide tax, legal, or investment advice. You are solely responsible for determining whether the products and services described on are appropriate for your specific situation. You should consult an attorney or tax professional regarding your legal or tax situation.
This website and the information contained therein is intended for informational purposes only and is provided as a service to FTDI clients and other interested parties. No portion of should be considered a solicitation to buy or an offer to sell a security, or any other product or service, to any person in any jurisdiction where such offer, solicitation, purchase, or sale would be deemed unlawful under the securities laws of such jurisdiction.
In no event will FTDI or its partners, agents, or employees thereof be liable to you or anyone else for any decisions made or actions taken in reliance on the information in or for any consequential, special, or similar damages.

Links to Third Party Sites

We may provide hyperlinks to other websites and Internet resources operated by third parties. FTDI makes no sponsorship or approval of these sites and has no control over such websites or resources or their privacy policies. Access to any other Internet sites linked to is at the user’s own risk and FTDI is not responsible for the accuracy or reliability of any information, data, opinions, advice, or statements made on these sites. FTDI provides these links merely as a convenience and the inclusion of such links does not imply an endorsement. You hereby waive any claim you might have against us with respect to such third-party websites.