StockDriftsStockDriftsTop 50 First Trust Investment Solutions L.p. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PWR | QUANTA SVCS INC | 9.12% | 480.4K | $81.0M | new | — | 2024-09-30 | |
| AAPL | APPLE INC | 7.77% | 400.0K | $69.0M | +18.43%(+62.25K) | — | 2024-09-30 | |
| META | META PLATFORMS INC | 4.26% | 66.1K | $37.8M | -3.48%(-2.39K) | — | 2024-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.15% | 285.9K | $28.0M | +101.48%(+144.01K) | — | 2024-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 3.04% | 58.8K | $27.0M | -0.13%(-76) | — | 2024-09-30 | |
| MSFT | MICROSOFT CORP | 3.04% | 62.7K | $27.0M | +63.54%(+24.35K) | — | 2024-09-30 | |
| LLY | ELI LILLY & CO | 2.4% | 38.2K | $21.3M | +407.12%(+30.66K) | — | 2024-09-30 | |
| AMZN | AMAZON COM INC | 1.71% | 81.6K | $15.2M | +51.72%(+27.82K) | — | 2024-09-30 | |
| GOOGL | ALPHABET INC | 1.45% | 77.6K | $12.9M | +146.21%(+46.06K) | — | 2024-09-30 | |
| XLK | SELECT SECTOR SPDR TR | 1.44% | 56.6K | $12.8M | +8.57%(+4.46K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
First Trust Investment Solutions L.p. reports $888.44M in US-listed equity holdings across 315 positions in its most recent 13F filing. Its largest disclosed positions are PWR (9.1%), AAPL (7.8%) and META (4.3%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First Trust Investment Solutions L.p.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1996718). View First Trust Investment Solutions L.p.’s 13F filings on SEC