First Trust Advisors
AZPN

First Trust Advisors’s Aspen Technology Inc AZPN Stock Holding History

First Trust Advisors’s Portfolio AZPN Stock Details AZPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26,928
Closed -$6.72M – 2653
2024
Q4 		$6.72M Buy
26,928
+4,037
+18% +$985K 0.01% 1213
2024
Q3 		$5.47M Sell
22,891
-998
-4% -$210K 0.01% 1291
2024
Q2 		$4.75M Buy
23,889
+18,242
+323% +$3.75M ﹤0.01% 1287
2024
Q1 		$1.2M Buy
5,647
+4,565
+422% +$900K ﹤0.01% 1933
2023
Q4 		$238K Buy
+1,082
New +$208K ﹤0.01% 2275
2023
Q3 		– Sell
-1,722
Closed -$289K – 2515
2023
Q2 		$289K Sell
1,722
-1,529
-47% -$284K ﹤0.01% 2247
2023
Q1 		$744K Buy
3,251
+456
+16% +$94.6K ﹤0.01% 2040
2022
Q4 		$574K Sell
2,795
-559
-17% -$130K ﹤0.01% 2144
2022
Q3 		$799K Sell
3,354
-73,183
-96% -$15.2M ﹤0.01% 2070
2022
Q2 		$14.1M Buy
+76,537
New +$13.6M 0.02% 832

Other funds holding AZPN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
WAG
Wallace Advisory Group Lafayette, California $93.6M AUM 21.1% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

First Trust Advisors's AZPN Position: Q1 2025 in Review

First Trust Advisors sold out of Aspen Technology Inc (AZPN) in Q1 2025, closing a stake of 26,928 shares — an estimated $6.72M sold.

First Trust Advisors first reported a position in AZPN in Q2 2022 and held it in 10 quarters. The position peaked at $14.1M in Q2 2022. 6 funds tracked by Wall St. Rank hold AZPN as of Q1 2025.

  • First Trust Advisors reported no remaining Aspen Technology Inc position as of Q1 2025 after selling out during the quarter.
  • First Trust Advisors sold 26,928 Aspen Technology Inc shares in Q1 2025, an estimated $6.72M.
  • First Trust Advisors first reported a position in Aspen Technology Inc in Q2 2022 and held it in 10 quarters.
  • First Trust Advisors's Aspen Technology Inc position peaked at $14.1M in Q2 2022.
  • 6 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q1 2025.

Based on First Trust Advisors's 13F filing for Q1 2025, filed 14 May 2025.