| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 3 | Q2 2024 | 7.9% |
| BERKSHIRE HATHAWAY INC DEL | 3 | Q2 2024 | 4.3% |
| META PLATFORMS INC | 3 | Q2 2024 | 6.0% |
| BRISTOL-MYERS SQUIBB CO | 3 | Q2 2024 | 2.5% |
| SELECT SECTOR SPDR TR | 3 | Q2 2024 | 2.3% |
| COMCAST CORP NEW | 3 | Q2 2024 | 2.2% |
| CVS HEALTH CORP | 3 | Q2 2024 | 2.0% |
| SHERWIN WILLIAMS CO | 3 | Q2 2024 | 2.5% |
| CITIGROUP INC | 3 | Q2 2024 | 2.0% |
| CISCO SYS INC | 3 | Q2 2024 | 2.1% |
View First Trust Investment Solutions L.P.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
View First Trust Investment Solutions L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.