First Trust Investment Solutions L.P. Portfolio Holdings
First Trust Investment Solutions L.P.
- $568 Billion
- Q1 2024
First Trust Investment Solutions L.P. has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $568 Billion distributed in 254 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $34.2B, Apple Inc. with a value of $24.7B, Berkshire Hathaway Inc Class B with a value of $24.4B, Bristol Myers Squibb CO with a value of $12.8B, and Technology Sector Spdr with a value of $12.3B.
Examining the 13F form we can see an increase of $86.3B in the current position value, from $481B to 568B.
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 254
- Current Value $568 Billion
- Prior Value $481 Billion
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 50 stocks
- Additional Purchases 115 stocks
- Sold out of 0 stocks
- Reduced holdings in 61 stocks