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First Trust Investment Solutions’s S&P Global SPGI Stock Holding History

First Trust Investment Solutions’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$510K Buy
988
+27
+3% +$13.4K 0.06% 188
2024
Q2 		$429K Buy
961
+221
+30% +$94.8K 0.06% 180
2024
Q1 		$315K Buy
740
+27
+4% +$11.7K 0.06% 186
2023
Q4 		$314K Buy
+713
New +$281K 0.07% 167

Other funds holding SPGI

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
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

First Trust Investment Solutions increased its S&P Global (SPGI) stake by 2.8% in Q3 2024, buying an estimated $13.4K and bringing the position to 988 shares worth $510K. The position accounts for 0.06% of the portfolio, ranked #188.

First Trust Investment Solutions first reported a position in SPGI in Q4 2023 and has held it in 4 quarters since. 1,927 funds tracked by Wall St. Rank hold SPGI as of Q3 2024.

  • First Trust Investment Solutions held 988 shares of S&P Global worth $510K as of Q3 2024.
  • First Trust Investment Solutions bought 27 S&P Global shares in Q3 2024, an estimated $13.4K.
  • S&P Global made up 0.06% of First Trust Investment Solutions's portfolio in Q3 2024, its #188 holding.
  • First Trust Investment Solutions first reported a position in S&P Global in Q4 2023 and has held it in 4 quarters since.
  • 1,927 funds tracked by Wall St. Rank held S&P Global as of Q3 2024.

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