Number of Shares
3.39 Mil
Current Holdings Value*
$1.27 Bil
% of Portfolio
1.13%
Total Estimate Gain
$1.09 Bil
% of Total Estimate Gain
78.86%

FIRST TRUST ADVISORS LP's Microsoft Corp Holding Summary

As of 2025-03-31, FIRST TRUST ADVISORS LP held 3.39 Mil shares of Microsoft Corp(MSFT), totaling $1.27 Bil. This investment constitutes 1.13% of their stock portfolio, and FIRST TRUST ADVISORS LP now holds 0.05% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2014Q1. And since then FIRST TRUST ADVISORS LP has made 17 purchases of MSFT, at an average price of $192.39, for a total of 7.18 Mil shares. In addition, there have been 18 sales at an average price of $203.25 for 3.79 Mil shares. Based on historical transaction data and MSFT's current price of $501.48, FIRST TRUST ADVISORS LP's estimated gain on his MSFT holdings is $1.09 Bil, reflecting a 78.86% gain to date.

FIRST TRUST ADVISORS LP MSFT ($501.48) Holding Chart

FIRST TRUST ADVISORS LP MSFT ($501.48) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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