First Trust Investment Solutions’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$256K Buy
3,310
+480
+17% +$37.7K 0.03% 247
2024
Q2
$233K Sell
2,830
-1,410
-33% -$104K 0.03% 234
2024
Q1
$296K Buy
+4,240
New +$272K 0.05% 193

Other funds holding KLAC

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

First Trust Investment Solutions increased its KLA (KLAC) stake by 17% in Q3 2024, buying an estimated $37.7K and bringing the position to 3,310 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #247.

First Trust Investment Solutions first reported a position in KLAC in Q1 2024 and has held it in 3 quarters since. The position peaked at $296K in Q1 2024. 1,544 funds tracked by Wall St. Rank hold KLAC as of Q3 2024.

  • First Trust Investment Solutions held 3,310 shares of KLA worth $256K as of Q3 2024.
  • First Trust Investment Solutions bought 480 KLA shares in Q3 2024, an estimated $37.7K.
  • KLA made up 0.03% of First Trust Investment Solutions's portfolio in Q3 2024, its #247 holding.
  • First Trust Investment Solutions first reported a position in KLA in Q1 2024 and has held it in 3 quarters since.
  • First Trust Investment Solutions's KLA position peaked at $296K in Q1 2024.
  • 1,544 funds tracked by Wall St. Rank held KLA as of Q3 2024.

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