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First Trust Investment Solutions’s Globe Life GL Stock Holding History

First Trust Investment Solutions’s Portfolio GL Stock Details GL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,311
Closed -$684K – 304
2024
Q2 		$684K Buy
8,311
+2,682
+48% +$222K 0.1% 152
2024
Q1 		$655K Buy
+5,629
New +$689K 0.12% 130

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

First Trust Investment Solutions sold out of Globe Life (GL) in Q3 2024, closing a stake of 8,311 shares — an estimated $684K sold.

First Trust Investment Solutions first reported a position in GL in Q1 2024 and held it in 2 quarters. The position peaked at $684K in Q2 2024. 525 funds tracked by Wall St. Rank hold GL as of Q3 2024.

  • First Trust Investment Solutions reported no remaining Globe Life position as of Q3 2024 after selling out during the quarter.
  • First Trust Investment Solutions sold 8,311 Globe Life shares in Q3 2024, an estimated $684K.
  • First Trust Investment Solutions first reported a position in Globe Life in Q1 2024 and held it in 2 quarters.
  • First Trust Investment Solutions's Globe Life position peaked at $684K in Q2 2024.
  • 525 funds tracked by Wall St. Rank held Globe Life as of Q3 2024.

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