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First Trust Investment Solutions’s AES AES Stock Holding History

First Trust Investment Solutions’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$7.8M Buy
388,847
+21,637
+6% +$383K 0.88% 29
2024
Q2 		$6.45M Buy
+367,210
New +$6.98M 0.91% 33

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

First Trust Investment Solutions increased its AES (AES) stake by 5.9% in Q3 2024, buying an estimated $383K and bringing the position to 388,847 shares worth $7.8M. The position accounts for 0.88% of the portfolio, ranked #29.

First Trust Investment Solutions first reported a position in AES in Q2 2024 and has held it in 2 quarters since. 703 funds tracked by Wall St. Rank hold AES as of Q3 2024.

  • First Trust Investment Solutions held 388,847 shares of AES worth $7.8M as of Q3 2024.
  • First Trust Investment Solutions bought 21,637 AES shares in Q3 2024, an estimated $383K.
  • AES made up 0.88% of First Trust Investment Solutions's portfolio in Q3 2024, its #29 holding.
  • First Trust Investment Solutions first reported a position in AES in Q2 2024 and has held it in 2 quarters since.
  • 703 funds tracked by Wall St. Rank held AES as of Q3 2024.

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