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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
Q2 		– Sell
-2,600
Closed -$243K – 262
2024
Q1 		$243K Hold
2,600
– – 0.04% 221
2023
Q4 		$300K Buy
+2,600
New +$480K 0.06% 175

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
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.