First Trust Investment Solutions L.P. Utilities Sector Spdr Transaction History

First Trust Investment Solutions L.P.

  • $888 Billion
  • Q3 2024

A detailed history of First Trust Investment Solutions L.P. transactions in Utilities Sector Spdr stock. As of the latest transaction made, First Trust Investment Solutions L.P. holds 10,545 shares of XLU stock, worth $874,180. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,545
Previous 13,585 22.38%
Holding current value
$874,180
Previous $926 Million 7.98%
% of portfolio
0.1%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$67.67 - $80.78 $205,716 - $245,571
-3,040 Reduced 22.38%
10,545 $852 Million
Q2 2024

Aug 14, 2024
SELL
$62.77 - $72.87 $109,659 - $127,303
-1,747 Reduced 11.39%
13,585 $926 Million
Q1 2024

May 14, 2024
BUY
$59.95 - $65.65 $35,130 - $38,470
586 Added 3.97%
15,332 $1.01 Billion
Q4 2023

Feb 13, 2024
BUY
$56.19 - $65.96 $828,577 - $972,646
14,746 New
14,746 $934 Million

Others Institutions Holding XLU

# of Institutions
1,484
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track First Trust Investment Solutions L.P. Portfolio

Follow First Trust Investment Solutions L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Trust Investment Solutions L.P., based on Form 13F filings with the SEC.

News

Stay updated on First Trust Investment Solutions L.P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email