First Trust Investment Solutions’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

First Trust Investment Solutions’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.88M	Sell	31,912 -8,131	-20%	-$701K	0.32%	71
2024 Q2	$3.43M	Sell	40,043 -2,247	-5%	-$185K	0.48%	61
2024 Q1	$3.45M	Buy	42,290 +1,309	+3%	+$102K	0.61%	43
2023 Q4	$2.98M	Buy	+40,981	New	+$2.82M	0.62%	44

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

First Trust Investment Solutions reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 20% in Q3 2024, selling an estimated $701K and leaving 31,912 shares worth $2.88M. The position accounts for 0.32% of the portfolio, ranked #71.

First Trust Investment Solutions first reported a position in XLC in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.45M in Q1 2024. 957 funds tracked by Wall St. Rank hold XLC as of Q3 2024.

First Trust Investment Solutions held 31,912 shares of State Street Communication Services Select Sector SPDR ETF worth $2.88M as of Q3 2024.
First Trust Investment Solutions sold 8,131 State Street Communication Services Select Sector SPDR ETF shares in Q3 2024, an estimated $701K.
State Street Communication Services Select Sector SPDR ETF made up 0.32% of First Trust Investment Solutions's portfolio in Q3 2024, its #71 holding.
First Trust Investment Solutions first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
First Trust Investment Solutions's State Street Communication Services Select Sector SPDR ETF position peaked at $3.45M in Q1 2024.
957 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2024.

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