First Trust Investment Solutions’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$5.92M Sell
130,547
-23,346
-15% -$1.06M 0.67% 41
2024
Q2
$6.33M Sell
153,893
-6,205
-4% -$255K 0.89% 36
2024
Q1
$6.74M Buy
160,098
+33,838
+27% +$1.43M 1.19% 29
2023
Q4
$4.75M Buy
+126,260
New +$4.75M 0.99% 31