PREMIUM DIRECT INDEXING

Serial Number 98745141
681

Registration Progress

Application Filed
Sep 11, 2024
Under Examination
Approved for Publication
Published for Opposition
Registered
Aug 5, 2025

Trademark Image

PREMIUM DIRECT INDEXING

Basic Information

Serial Number
98745141
Filing Date
September 11, 2024
Registration Date
August 5, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
681
Status Date
Jul 16, 2025
Application
Pending
Classes
035

Rights Holder

First Trust Advisors L.P.

13
Address
120 E. Liberty Drive
Suite 400
Wheaton, IL 60187

Ownership History

First Trust Advisors L.P.

Original Applicant
13
Wheaton, IL

Legal Representation

Attorney
Ronald A DiCerbo

USPTO Deadlines

All Deadlines Cleared

All 3 deadline(s) have been cleared by subsequent events. No active deadlines at this time.

Application History

12 events
Date Code Type Description Documents
Jun 30, 2025 IUAA P USE AMENDMENT ACCEPTED Loading...
Jun 30, 2025 CNTA O APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER Loading...
Jun 24, 2025 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Jun 24, 2025 EAAU I TEAS AMENDMENT OF USE RECEIVED Loading...
Jun 24, 2025 AUPC I AMENDMENT TO USE PROCESSING COMPLETE Loading...
Jun 24, 2025 IUAF S USE AMENDMENT FILED Loading...
Mar 24, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Mar 24, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Mar 24, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Mar 12, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Sep 11, 2024 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Sep 11, 2024 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 035
Providing and updating a financial index; Providing financial indices based on selected groups of securities; Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; Providing customized financial indices and replicated financial indices through investing on behalf of clients directly in securities, namely, equities, exchange traded funds, bonds, options on equities or indices, and flex and over-the-counter options, which can include hedging and income features
First Use Anywhere: Apr 1, 2025
First Use in Commerce: Apr 1, 2025

Classification

International Classes
035

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"DIRECT INDEXING"