First Trust Direct Indexing’s Aon AON Stock Holding History

First Trust Direct Indexing’s Portfolio AON Stock Details AON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,196	Closed	-$2.14M	–	53
2024 Q3	$2.14M	Buy	6,196 +1,189	+24%	+$389K	0.11%	183
2024 Q2	$1.47M	Buy	5,007 +747	+18%	+$221K	0.09%	228
2024 Q1	$1.42M	Buy	4,260 +337	+9%	+$104K	0.11%	206
2023 Q4	$1.14M	Sell	3,923 -330	-8%	-$106K	0.1%	228
2023 Q3	$1.38M	Buy	4,253 +245	+6%	+$81.1K	0.16%	148
2023 Q2	$1.38M	Buy	4,008 +395	+11%	+$128K	0.15%	147
2023 Q1	$1.14M	Buy	3,613 +142	+4%	+$44K	0.14%	178
2022 Q4	$1.04M	Buy	3,471 +86	+3%	+$25.1K	0.14%	187
2022 Q3	$907K	Buy	3,385 +347	+11%	+$98.1K	0.13%	204
2022 Q2	$819K	Buy	3,038 +22	+0.7%	+$6.32K	0.11%	237
2022 Q1	$982K	Buy	3,016 +137	+5%	+$39.8K	0.12%	217
2021 Q4	$865K	Sell	2,879 -29	-1%	-$8.69K	0.11%	219
2021 Q3	$831K	Buy	2,908 +173	+6%	+$46.5K	0.12%	215
2021 Q2	$653K	Buy	2,735 +365	+15%	+$89.2K	0.1%	269
2021 Q1	$545K	Buy	2,370 +130	+6%	+$28.6K	0.15%	193
2020 Q4	$473K	Buy	+2,240	New	+$457K	0.13%	202

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return