First Trust Investment Solutions’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$852K Sell
10,545
-3,040
-22% -$246K 0.1% 152
2024
Q2
$926K Sell
13,585
-1,747
-11% -$119K 0.13% 133
2024
Q1
$1.01M Buy
15,332
+586
+4% +$38.5K 0.18% 101
2023
Q4
$934K Buy
+14,746
New +$934K 0.19% 100