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First Trust Investment Solutions’s Dollar Tree DLTR Stock Holding History

First Trust Investment Solutions’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,666
Closed -$222K – 275
2024
Q1 		$222K Hold
1,666
– – 0.04% 230
2023
Q4 		$237K Buy
+1,666
New +$197K 0.05% 209

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EIG
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Viking Global Investors
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Capital International Investors
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First Trust Investment Solutions's DLTR Position: Q2 2024 in Review

First Trust Investment Solutions sold out of Dollar Tree (DLTR) in Q2 2024, closing a stake of 1,666 shares — an estimated $222K sold.

First Trust Investment Solutions first reported a position in DLTR in Q4 2023 and held it in 2 quarters. The position peaked at $237K in Q4 2023. 752 funds tracked by Wall St. Rank hold DLTR as of Q2 2024.

  • First Trust Investment Solutions reported no remaining Dollar Tree position as of Q2 2024 after selling out during the quarter.
  • First Trust Investment Solutions sold 1,666 Dollar Tree shares in Q2 2024, an estimated $222K.
  • First Trust Investment Solutions first reported a position in Dollar Tree in Q4 2023 and held it in 2 quarters.
  • First Trust Investment Solutions's Dollar Tree position peaked at $237K in Q4 2023.
  • 752 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2024.

Based on First Trust Investment Solutions's 13F filing for Q2 2024, filed 14 Aug 2024.