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First Trust Investment Solutions’s Medtronic MDT Stock Holding History

First Trust Investment Solutions’s Portfolio MDT Stock Details MDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$321K Sell
3,570
-591
-14% -$49.7K 0.04% 226
2024
Q2 		$328K Sell
4,161
-358
-8% -$29.3K 0.05% 202
2024
Q1 		$394K Buy
4,519
+704
+18% +$60.1K 0.07% 162
2023
Q4 		$314K Buy
+3,815
New +$291K 0.07% 166

Other funds holding MDT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 MDT Position: Q3 2024 in Review

First Trust Investment Solutions reduced its Medtronic (MDT) stake by 14% in Q3 2024, selling an estimated $49.7K and leaving 3,570 shares worth $321K. The position accounts for 0.04% of the portfolio, ranked #226.

First Trust Investment Solutions first reported a position in MDT in Q4 2023 and has held it in 4 quarters since. The position peaked at $394K in Q1 2024. 2,063 funds tracked by Wall St. Rank hold MDT as of Q3 2024.

  • First Trust Investment Solutions held 3,570 shares of Medtronic worth $321K as of Q3 2024.
  • First Trust Investment Solutions sold 591 Medtronic shares in Q3 2024, an estimated $49.7K.
  • Medtronic made up 0.04% of First Trust Investment Solutions's portfolio in Q3 2024, its #226 holding.
  • First Trust Investment Solutions first reported a position in Medtronic in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's Medtronic position peaked at $394K in Q1 2024.
  • 2,063 funds tracked by Wall St. Rank held Medtronic as of Q3 2024.

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