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First Trust Investment Solutions’s Meta Platforms (Facebook) META Stock Holding History

First Trust Investment Solutions’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$37.8M Sell
66,097
-2,386
-3% -$1.23M 4.26% 3
2024
Q2 		$34.5M Sell
68,483
-2,050
-3% -$996K 4.86% 2
2024
Q1 		$34.2M Buy
70,533
+67,684
+2,376% +$30.2M 6.03% 1
2023
Q4 		$1.01M Buy
+2,849
New +$928K 0.21% 96

Other funds holding META

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

First Trust Investment Solutions reduced its Meta Platforms (Facebook) (META) stake by 3.5% in Q3 2024, selling an estimated $1.23M and leaving 66,097 shares worth $37.8M. The position accounts for 4.26% of the portfolio, ranked #3.

First Trust Investment Solutions first reported a position in META in Q4 2023 and has held it in 4 quarters since. 4,195 funds tracked by Wall St. Rank hold META as of Q3 2024.

  • First Trust Investment Solutions held 66,097 shares of Meta Platforms (Facebook) worth $37.8M as of Q3 2024.
  • First Trust Investment Solutions sold 2,386 Meta Platforms (Facebook) shares in Q3 2024, an estimated $1.23M.
  • Meta Platforms (Facebook) made up 4.26% of First Trust Investment Solutions's portfolio in Q3 2024, its #3 holding.
  • First Trust Investment Solutions first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 4 quarters since.
  • 4,195 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

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