FT

First Trust Investment Solutions L.P.

13F
First Trust Investment Solutions L.P.
Last update 2024-11-13 287 Stocks (54 new)
Value $888.00 Mil Turnover 37 %
Countries:
Top Holdings: PWR(9.08%)AAPL(7.76%)META(4.26%)NVDA(3.11%)BRK.B(3.04%)
Summary Stock Picks Current Portfolio
First Trust Investment Solutio... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PWR 		Quanta Services Inc
270,614
80,683.3
New Holding
9.080
+9.08%
0.180
+50.07%
+14.41%
53,551.6
Construction
AAPL 		Apple Inc
295,822
68,926.6
+11.52%
7.760
+0.80%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
META 		Meta Platforms Inc
66,097
37,836.7
-3.48%
4.260
-0.17%
0.000
+11.21%
+19.27%
1,754,271.3
Interactive Media
NVDA 		NVIDIA Corp
227,726
27,655.1
+60.47%
3.110
+1.17%
0.000
+28.18%
+5.54%
3,456,204.6
Semiconductors
BRK.B 		Berkshire Hathaway Inc
58,764
27,046.7
-0.13%
3.040
0%
0.000
-0.87%
+8.88%
1,064,764.2
Insurance
MSFT 		Microsoft Corp
62,670
26,967.0
+63.54%
3.040
+1.18%
0.000
+18.73%
+12.03%
3,496,120.0
Software
LLY 		Eli Lilly and Co
23,691
20,988.8
+214.58%
2.360
+1.61%
0.000
-15.48%
+0.10%
691,148.7
Drug Manufacturers
AMZN 		Amazon.com Inc
81,618
15,207.9
+51.72%
1.710
+0.58%
0.000
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
GOOGL 		Alphabet Inc
77,561
12,863.5
+146.21%
1.450
+0.86%
0.000
+0.89%
-8.15%
2,114,332.8
Interactive Media
XLK 		Technology Select Sector SPDR ETF
56,562
12,769.3
+8.57%
1.440
+0.11%
0.020
+10.84%
+2.69%
74,441.2
 

First Trust Investment Solutions L.P.'s Historical Top Holdings Breakdowns

First Trust Investment Solutions L.P.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PWR 		Quanta Services Inc2024-09-30New Buy
+9.08%
●
239.58 ($264.37) 298.24
$361.35
36.68%
New holding
270,614
270,614
LLY 		Eli Lilly and Co2024-09-30Add
+1.61%
●
772.14 ($899.05) 960.02
$769.88
-14.37%
Add 214.58%
23,691
16,160
GLW 		Corning Inc2024-09-30Sold Out
-1.41%
●
37.76 ($42.07) 46.2
$50.71
20.54%
Sold Out
0
-258,164
FDX 		FedEx Corp2024-09-30Sold Out
-1.31%
●
254.64 ($290.39) 313.52
$219.61
-24.37%
Sold Out
0
-31,064
EMN 		Eastman Chemical Co2024-09-30Sold Out
-1.22%
●
93.82 ($100.03) 113.77
$78.83
-21.19%
Sold Out
0
-88,251
SHW 		Sherwin-Williams Co2024-09-30Reduce
-1.20%
●
294.65 ($348.98) 383.93
$357.48
2.44%
Reduce -96.13%
1,151
-28,562
MSFT 		Microsoft Corp2024-09-30Add
+1.18%
●
395.15 ($427.47) 467.56
$470.38
10.04%
Add 63.54%
62,670
24,349
NVDA 		NVIDIA Corp2024-09-30Add
+1.17%
●
98.91 ($118.12) 134.91
$141.72
19.98%
Add 60.47%
227,726
85,810
MRK 		Merck & Co Inc2024-09-30Add
+1.16%
●
111.15 ($118.8) 128.97
$78.97
-33.53%
Add 637.07%
104,473
90,299
FOXA 		Fox Corp2024-09-30Sold Out
-1.14%
●
34.12 ($38.82) 42.33
$54.37
40.06%
Sold Out
0
-236,099

First Trust Investment Solutions L.P. Total Holding History ($B)

To

First Trust Investment Solutions L.P.'s Asset Allocation

To

First Trust Investment Solutions L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

First Trust Investment Solutions L.P.'s Hypothetical Growth since 2024-09-30

First Trust Investment Solutions L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

First Trust Investment Solutions L.P.'s Holdings Heat Map

Size field:

First Trust Investment Solutions L.P.'s Holdings Bubble Chart

First Trust Investment Solutions L.P. News

  • 1

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