FTDI
AZPN

First Trust Direct Indexing’s Aspen Technology Inc AZPN Stock Holding History

First Trust Direct Indexing’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
2024
Q4 		– Sell
-1,078
Closed -$257K – 973
2024
Q3 		$257K Sell
1,078
-19
-2% -$4K 0.01% 806
2024
Q2 		$218K Buy
+1,097
New +$225K 0.01% 801

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State Street
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Nordea Investment Management
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Franklin Resources
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Assenagon Asset Management
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Dimensional Fund Advisors
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First Trust Direct Indexing's AZPN Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Aspen Technology Inc (AZPN) in Q4 2024, closing a stake of 1,078 shares — an estimated $257K sold.

First Trust Direct Indexing first reported a position in AZPN in Q2 2024 and held it in 2 quarters. The position peaked at $257K in Q3 2024. 449 funds tracked by Wall St. Rank hold AZPN as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Aspen Technology Inc position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,078 Aspen Technology Inc shares in Q4 2024, an estimated $257K.
  • First Trust Direct Indexing first reported a position in Aspen Technology Inc in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's Aspen Technology Inc position peaked at $257K in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Aspen Technology Inc as of Q4 2024.

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