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Disclosery

First Trust Investment Solutions L.P.: GIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Trust Investment Solutions L.P. on GIS, newest first. How the timeline and the estimate are built.

First Trust Investment Solutions L.P. held 80,368 GIS shares at 2024-09-30 per its 13F-HR filed 2024-11-13.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 80,368 shares
    Change vs previous 13F +54,744 shares

    0.67% of the 13F portfolio, value $5,935,177.

    13F-HR 0001765380-24-000452 filed by First Trust Investment Solutions L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 25,624 shares
    Change vs previous 13F +25,624 shares

    0.23% of the 13F portfolio, value $1,620,974.

    13F-HR 0001765380-24-000338 filed by First Trust Investment Solutions L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -4,690 shares

    13F-HR 0001765380-24-000217 filed by First Trust Investment Solutions L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2023-12-31
    13F 4,690 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $305,507.

    13F-HR 0001765380-24-000110 filed by First Trust Investment Solutions L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).