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Disclosery

First Trust Investment Solutions L.P.: IVV 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 IVV, newest first. How the timeline and the estimate are built.

First Trust Investment Solutions L.P. held 556 IVV 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 556 shares
    Change vs previous 13F +162 shares

    0.04% of the 13F portfolio, value $320,982.

    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 394 shares
    Change vs previous 13F +394 shares

    0.03% of the 13F portfolio, value $215,356.

    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 -28,508 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 28,508 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $13,616,356.

    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).