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First Trust Investment Solutions’s Energy Select Sector SPDR Fund XLE Stock Holding History

First Trust Investment Solutions’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$802K Sell
9,131
-2,637
-22% -$232K 0.09% 158
2024
Q2 		$1.07M Sell
11,768
-362
-3% -$33K 0.15% 121
2024
Q1 		$1.15M Sell
12,130
-13,848
-53% -$1.31M 0.2% 91
2023
Q4 		$2.18M Buy
+25,978
New +$2.18M 0.45% 56