First Trust Direct Indexing L.P. - ADVANCED ENERGY INDS ownership

ADVANCED ENERGY INDS's ticker is AEIS and the CUSIP is 007973100. A total of 278 filers reported holding ADVANCED ENERGY INDS in Q2 2021. The put-call ratio across all filers is 0.24 and the average weighting 0.1%.

Quarter-by-quarter ownership
First Trust Direct Indexing L.P. ownership history of ADVANCED ENERGY INDS
ValueSharesWeighting
Q3 2023$298,636
-1.3%
2,896
+6.7%
0.03%0.0%
Q2 2023$302,587
+12.0%
2,715
-1.6%
0.03%
+6.2%
Q1 2023$270,284
+12.3%
2,758
-1.7%
0.03%0.0%
Q4 2022$240,784
+5.6%
2,807
-4.6%
0.03%
-3.0%
Q3 2022$228,000
+6.0%
2,9420.0%0.03%
+10.0%
Q2 2022$215,000
-16.0%
2,942
-1.0%
0.03%
-3.2%
Q1 2022$256,000
-7.9%
2,971
-2.6%
0.03%
-13.9%
Q4 2021$278,000
+3.7%
3,049
-0.3%
0.04%
-5.3%
Q3 2021$268,000
-20.9%
3,058
+1.6%
0.04%
-25.5%
Q2 2021$339,000
+192.2%
3,011
+151.5%
0.05%
+64.5%
Q4 2020$116,0001,1970.03%
Other shareholders
ADVANCED ENERGY INDS shareholders Q2 2021
NameSharesValueWeighting ↓
Summit Street Capital Management, LLC 77,930$4,474,0003.14%
Aristotle Capital Boston, LLC 811,007$46,560,0001.36%
Lisanti Capital Growth, LLC 70,100$4,024,0001.31%
INVESTMENT COUNSELORS OF MARYLAND LLC 488,488$28,044,0001.30%
Phoenix Holdings Ltd. 413,971$22,672,0001.08%
Smith, Graham & Co., Investment Advisors, LP 145,360$8,345,0000.89%
EARNEST PARTNERS LLC 1,030,966$59,188,0000.54%
Divisar Capital Management LLC 26,337$1,512,0000.50%
AlphaOne Investment Services, LLC 3,863$222,0000.37%
Artemis Investment Management LLP 438,784$24,658,0000.34%
View complete list of ADVANCED ENERGY INDS shareholders