First Trust Investment Solutions L.P. Portfolio Holdings

First Trust Investment Solutions L.P.

  • $710 Billion
  • Q2 2024

First Trust Investment Solutions L.P. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $710 Billion distributed in 269 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $55.9B, Meta Platforms, Inc. with a value of $34.5B, Berkshire Hathaway Inc Class B with a value of $23.9B, Nvidia Corp with a value of $17.5B, and Microsoft Corp with a value of $17.1B.

Examining the 13F form we can see an increase of $142B in the current position value, from $568B to 710B.

First Trust Investment Solutions L.P. is based out at Naples, FL

Below you can find more details about First Trust Investment Solutions L.P. portfolio as well as his latest detailed transactions.

Portfolio value $710 Billion
Technology: $191 Billion
Financial Services: $95.2 Billion
Communication Services: $81.4 Billion
Healthcare: $75.2 Billion
Consumer Cyclical: $61.9 Billion
Consumer Defensive: $46.7 Billion
ETFs: $44.4 Billion
Industrials: $37 Billion
Other: $71.9 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.94B
$127 Million 0.02% of portfolio
10,976
Q2 2024 New
$8.35B
$125 Million 0.02% of portfolio
30,000
Q4 2023 New
$260M
$24.8 Million 0.0% of portfolio
20,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 269
  • Current Value $710 Billion
  • Prior Value $568 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 46 stocks
  • Additional Purchases 115 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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