First Trust Investment Solutions L.P. Energy Sector Spdr Transaction History

First Trust Investment Solutions L.P.

  • $888 Billion
  • Q3 2024

A detailed history of First Trust Investment Solutions L.P. transactions in Energy Sector Spdr stock. As of the latest transaction made, First Trust Investment Solutions L.P. holds 9,131 shares of XLE stock, worth $833,751. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,131
Previous 11,768 22.41%
Holding current value
$833,751
Previous $1.07 Billion 25.27%
% of portfolio
0.09%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$84.35 - $93.39 $222,430 - $246,269
-2,637 Reduced 22.41%
9,131 $802 Million
Q2 2024

Aug 14, 2024
SELL
$88.04 - $98.08 $31,870 - $35,504
-362 Reduced 2.98%
11,768 $1.07 Billion
Q1 2024

May 14, 2024
SELL
$79.91 - $94.41 $1.11 Million - $1.31 Million
-13,848 Reduced 53.31%
12,130 $1.15 Billion
Q4 2023

Feb 13, 2024
BUY
$81.2 - $91.96 $2.11 Million - $2.39 Million
25,978 New
25,978 $2.18 Billion

Others Institutions Holding XLE

# of Institutions
2,043
Shares Held
232M
Call Options Held
45.8M
Put Options Held
111M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track First Trust Investment Solutions L.P. Portfolio

Follow First Trust Investment Solutions L.P. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of First Trust Investment Solutions L.P., based on Form 13F filings with the SEC.

News

Stay updated on First Trust Investment Solutions L.P. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email