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First Trust Investment Solutions’s M&T Bank MTB Stock Holding History

First Trust Investment Solutions’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.49M Sell
8,389
-8
-0.1% -$1.33K 0.17% 112
2024
Q2 		$1.27M Buy
+8,397
New +$1.23M 0.18% 113

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

First Trust Investment Solutions reduced its M&T Bank (MTB) stake by 0.1% in Q3 2024, selling an estimated $1.33K and leaving 8,389 shares worth $1.49M. The position accounts for 0.17% of the portfolio, ranked #112.

First Trust Investment Solutions first reported a position in MTB in Q2 2024 and has held it in 2 quarters since. 941 funds tracked by Wall St. Rank hold MTB as of Q3 2024.

  • First Trust Investment Solutions held 8,389 shares of M&T Bank worth $1.49M as of Q3 2024.
  • First Trust Investment Solutions sold 8 M&T Bank shares in Q3 2024, an estimated $1.33K.
  • M&T Bank made up 0.17% of First Trust Investment Solutions's portfolio in Q3 2024, its #112 holding.
  • First Trust Investment Solutions first reported a position in M&T Bank in Q2 2024 and has held it in 2 quarters since.
  • 941 funds tracked by Wall St. Rank held M&T Bank as of Q3 2024.

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