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First Trust Investment Solutions’s Equifax EFX Stock Holding History

First Trust Investment Solutions’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-757
Closed -$203K – 276
2024
Q1 		$203K Buy
+757
New +$193K 0.04% 241

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GIM
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First Trust Investment Solutions's EFX Position: Q2 2024 in Review

First Trust Investment Solutions sold out of Equifax (EFX) in Q2 2024, closing a stake of 757 shares — an estimated $203K sold.

First Trust Investment Solutions first reported a position in EFX in Q1 2024 and held it in 1 quarter. The position peaked at $203K in Q1 2024. 756 funds tracked by Wall St. Rank hold EFX as of Q2 2024.

  • First Trust Investment Solutions reported no remaining Equifax position as of Q2 2024 after selling out during the quarter.
  • First Trust Investment Solutions sold 757 Equifax shares in Q2 2024, an estimated $203K.
  • First Trust Investment Solutions first reported a position in Equifax in Q1 2024 and held it in 1 quarter.
  • First Trust Investment Solutions's Equifax position peaked at $203K in Q1 2024.
  • 756 funds tracked by Wall St. Rank held Equifax as of Q2 2024.

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