First Trust Investment Solutions’s Apple AAPL Stock Holding History

First Trust Investment Solutions’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$68.9M	Buy	295,822 +30,554	+12%	+$6.82M	7.76%	2
2024 Q2	$55.9M	Buy	265,268 +121,191	+84%	+$22.6M	7.87%	1
2024 Q1	$24.7M	Buy	144,077 +21,367	+17%	+$3.89M	4.35%	2
2023 Q4	$23.6M	Buy	+122,710	New	+$22.7M	4.91%	1

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Investment Solutions's AAPL Position: Q3 2024 in Review

First Trust Investment Solutions increased its Apple (AAPL) stake by 12% in Q3 2024, buying an estimated $6.82M and bringing the position to 295,822 shares worth $68.9M. The position accounts for 7.76% of the portfolio, ranked #2.

First Trust Investment Solutions first reported a position in AAPL in Q4 2023 and has held it in 4 quarters since. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

First Trust Investment Solutions held 295,822 shares of Apple worth $68.9M as of Q3 2024.
First Trust Investment Solutions bought 30,554 Apple shares in Q3 2024, an estimated $6.82M.
Apple made up 7.76% of First Trust Investment Solutions's portfolio in Q3 2024, its #2 holding.
First Trust Investment Solutions first reported a position in Apple in Q4 2023 and has held it in 4 quarters since.
5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.