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First Trust Investment Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History

First Trust Investment Solutions’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$257K Hold
3,900
– – 0.03% 246
2024
Q2 		$236K Hold
3,900
– – 0.03% 230
2024
Q1 		$244K Hold
3,900
– – 0.04% 220
2023
Q4 		$227K Buy
+3,900
New +$208K 0.05% 216

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Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

First Trust Investment Solutions held its Vanguard Mid-Cap ETF (VO) position steady in Q3 2024 at 3,900 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #246.

First Trust Investment Solutions first reported a position in VO in Q4 2023 and has held it in 4 quarters since. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • First Trust Investment Solutions held 3,900 shares of Vanguard Mid-Cap ETF worth $257K as of Q3 2024.
  • First Trust Investment Solutions left its Vanguard Mid-Cap ETF share count unchanged in Q3 2024.
  • Vanguard Mid-Cap ETF made up 0.03% of First Trust Investment Solutions's portfolio in Q3 2024, its #246 holding.
  • First Trust Investment Solutions first reported a position in Vanguard Mid-Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

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