First Trust Investment Solutions’s Everest Group EG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$6.97M Sell
17,795
-2,400
-12% -$940K 0.78% 33
2024
Q2
$7.69M Sell
20,195
-1,628
-7% -$620K 1.08% 23
2024
Q1
$8.67M Sell
21,823
-784
-3% -$312K 1.53% 19
2023
Q4
$7.99M Buy
+22,607
New +$7.99M 1.66% 20