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First Trust Investment Solutions’s American Electric Power AEP Stock Holding History

First Trust Investment Solutions’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
Q3 		– Sell
-2,963
Closed -$260K – 288
2024
Q2 		$260K Buy
+2,963
New +$259K 0.04% 222
2024
Q1 		– Sell
-4,698
Closed -$382K – 248
2023
Q4 		$382K Buy
+4,698
New +$365K 0.08% 153

Other funds holding AEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Investment Solutions's AEP Position: Q3 2024 in Review

First Trust Investment Solutions sold out of American Electric Power (AEP) in Q3 2024, closing a stake of 2,963 shares — an estimated $260K sold.

First Trust Investment Solutions first reported a position in AEP in Q4 2023 and held it in 2 quarters. The position peaked at $382K in Q4 2023. 1,493 funds tracked by Wall St. Rank hold AEP as of Q3 2024.

  • First Trust Investment Solutions reported no remaining American Electric Power position as of Q3 2024 after selling out during the quarter.
  • First Trust Investment Solutions sold 2,963 American Electric Power shares in Q3 2024, an estimated $260K.
  • First Trust Investment Solutions first reported a position in American Electric Power in Q4 2023 and held it in 2 quarters.
  • First Trust Investment Solutions's American Electric Power position peaked at $382K in Q4 2023.
  • 1,493 funds tracked by Wall St. Rank held American Electric Power as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.