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First Trust Direct Indexing’s Aaon AAON Stock Holding History

First Trust Direct Indexing’s Portfolio AAON Stock Details AAON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,012
Closed -$89K – 392
2020
Q4 		$89K Buy
+2,012
New +$85K 0.02% 549

Other funds holding AAON

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Trust Direct Indexing's AAON Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Aaon (AAON) in Q1 2021, closing a stake of 2,012 shares — an estimated $89K sold.

First Trust Direct Indexing first reported a position in AAON in Q4 2020 and held it in 1 quarter. The position peaked at $89K in Q4 2020. 210 funds tracked by Wall St. Rank hold AAON as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Aaon position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,012 Aaon shares in Q1 2021, an estimated $89K.
  • First Trust Direct Indexing first reported a position in Aaon in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Aaon position peaked at $89K in Q4 2020.
  • 210 funds tracked by Wall St. Rank held Aaon as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.