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First Trust Investment Solutions’s Crown Castle CCI Stock Holding History

First Trust Investment Solutions’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$356K Buy
+3,001
New +$331K 0.04% 216
2024
Q2 		– Sell
-3,673
Closed -$389K – 266
2024
Q1 		$389K Buy
3,673
+1,708
+87% +$186K 0.07% 164
2023
Q4 		$226K Buy
+1,965
New +$201K 0.05% 217

Other funds holding CCI

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

First Trust Investment Solutions opened a new position in Crown Castle (CCI) in Q3 2024: 3,001 shares worth $356K. The stake represents 0.04% of the portfolio and ranks #216 among its holdings. This is a return to the name: First Trust Investment Solutions previously reported a position in CCI as recently as Q1 2024.

First Trust Investment Solutions first reported a position in CCI in Q4 2023 and has held it in 3 quarters since. The position peaked at $389K in Q1 2024. 1,155 funds tracked by Wall St. Rank hold CCI as of Q3 2024.

  • First Trust Investment Solutions held 3,001 shares of Crown Castle worth $356K as of Q3 2024.
  • Crown Castle was a new First Trust Investment Solutions position in Q3 2024.
  • Crown Castle made up 0.04% of First Trust Investment Solutions's portfolio in Q3 2024, its #216 holding.
  • First Trust Investment Solutions first reported a position in Crown Castle in Q4 2023 and has held it in 3 quarters since.
  • First Trust Investment Solutions's Crown Castle position peaked at $389K in Q1 2024.
  • 1,155 funds tracked by Wall St. Rank held Crown Castle as of Q3 2024.

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