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First Trust Investment Solutions’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

First Trust Investment Solutions’s Portfolio CSHI Stock Details CSHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$379K Buy
+7,616
New +$380K 0.04% 207

Other funds holding CSHI

NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
Atticus Wealth Management Palm Beach Gardens, Florida $420M AUM 23.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

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

First Trust Investment Solutions opened a new position in NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) in Q3 2024: 7,616 shares worth $379K. The stake represents 0.04% of the portfolio and ranks #207 among its holdings.

67 funds tracked by Wall St. Rank hold CSHI as of Q3 2024.

  • First Trust Investment Solutions held 7,616 shares of NEOS Enhanced Income 1-3 Month T-Bill ETF worth $379K as of Q3 2024.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF was a new First Trust Investment Solutions position in Q3 2024.
  • NEOS Enhanced Income 1-3 Month T-Bill ETF made up 0.04% of First Trust Investment Solutions's portfolio in Q3 2024, its #207 holding.
  • 67 funds tracked by Wall St. Rank held NEOS Enhanced Income 1-3 Month T-Bill ETF as of Q3 2024.

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