FTIS
SPOT icon

First Trust Investment Solutions’s Spotify SPOT Stock Holding History

First Trust Investment Solutions’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$378K Buy
1,027
+5
+0.5% +$1.66K 0.04% 209
2024
Q2 		$321K Buy
+1,022
New +$308K 0.05% 203

Other funds holding SPOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

First Trust Investment Solutions increased its Spotify (SPOT) stake by 0.49% in Q3 2024, buying an estimated $1.66K and bringing the position to 1,027 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #209.

First Trust Investment Solutions first reported a position in SPOT in Q2 2024 and has held it in 2 quarters since. 909 funds tracked by Wall St. Rank hold SPOT as of Q3 2024.

  • First Trust Investment Solutions held 1,027 shares of Spotify worth $378K as of Q3 2024.
  • First Trust Investment Solutions bought 5 Spotify shares in Q3 2024, an estimated $1.66K.
  • Spotify made up 0.04% of First Trust Investment Solutions's portfolio in Q3 2024, its #209 holding.
  • First Trust Investment Solutions first reported a position in Spotify in Q2 2024 and has held it in 2 quarters since.
  • 909 funds tracked by Wall St. Rank held Spotify as of Q3 2024.

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