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First Trust Direct Indexing’s American Electric Power AEP Stock Holding History

First Trust Direct Indexing’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-19,780
Closed -$2.03M – 23
2024
Q3 		$2.03M Buy
19,780
+3,886
+24% +$379K 0.11% 194
2024
Q2 		$1.39M Buy
15,894
+2,851
+22% +$249K 0.09% 242
2024
Q1 		$1.12M Buy
13,043
+178
+1% +$14.5K 0.08% 272
2023
Q4 		$1.04M Buy
12,865
+388
+3% +$30.1K 0.09% 247
2023
Q3 		$939K Sell
12,477
-174
-1% -$14.2K 0.11% 218
2023
Q2 		$1.07M Buy
12,651
+412
+3% +$36.4K 0.12% 201
2023
Q1 		$1.11M Buy
12,239
+453
+4% +$41.4K 0.13% 182
2022
Q4 		$1.12M Sell
11,786
-1,851
-14% -$168K 0.15% 174
2022
Q3 		$1.18M Sell
13,637
-49
-0.4% -$4.84K 0.17% 144
2022
Q2 		$1.31M Buy
13,686
+1,549
+13% +$154K 0.18% 140
2022
Q1 		$1.21M Buy
12,137
+537
+5% +$49.1K 0.15% 173
2021
Q4 		$1.03M Sell
11,600
-164
-1% -$13.8K 0.13% 181
2021
Q3 		$955K Buy
11,764
+2,172
+23% +$190K 0.14% 184
2021
Q2 		$811K Buy
9,592
+3,357
+54% +$289K 0.12% 212
2021
Q1 		$528K Buy
6,235
+760
+14% +$61.3K 0.14% 203
2020
Q4 		$456K Buy
+5,475
New +$475K 0.12% 207

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Trust Direct Indexing's AEP Position: Q4 2024 in Review

First Trust Direct Indexing sold out of American Electric Power (AEP) in Q4 2024, closing a stake of 19,780 shares — an estimated $2.03M sold.

First Trust Direct Indexing first reported a position in AEP in Q4 2020 and held it in 16 quarters. The position peaked at $2.03M in Q3 2024. 1,527 funds tracked by Wall St. Rank hold AEP as of Q4 2024.

  • First Trust Direct Indexing reported no remaining American Electric Power position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 19,780 American Electric Power shares in Q4 2024, an estimated $2.03M.
  • First Trust Direct Indexing first reported a position in American Electric Power in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's American Electric Power position peaked at $2.03M in Q3 2024.
  • 1,527 funds tracked by Wall St. Rank held American Electric Power as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.