First Trust Direct Indexing’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,027
Closed -$877K 19
2024
Q3
$877K Buy
10,027
+3,883
+63% +$311K 0.05% 385
2024
Q2
$437K Buy
6,144
+2,729
+80% +$198K 0.03% 535
2024
Q1
$253K Buy
3,415
+71
+2% +$5.05K 0.02% 655
2023
Q4
$242K Buy
3,344
+100
+3% +$7.61K 0.02% 648
2023
Q3
$243K Sell
3,244
-5,071
-61% -$413K 0.03% 585
2023
Q2
$679K Buy
8,315
+3,297
+66% +$282K 0.08% 313
2023
Q1
$434K Buy
5,018
+1,166
+30% +$99.8K 0.05% 443
2022
Q4
$343K Buy
+3,852
New +$324K 0.05% 472
2021
Q1
Sell
-138
Closed -$11K 403
2020
Q4
$11K Buy
+138
New +$11.1K ﹤0.01% 913

Other funds holding AEE