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 307 filers reported holding ADVANCED ENERGY INDS in Q4 2022. The put-call ratio across all filers is 0.59 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 Q4 2022
NameSharesValueWeighting ↓
Summit Street Capital Management, LLC 37,995$1,631,0001.85%
Divisar Capital Management LLC 96,000$4,121,0001.36%
INVESTMENT COUNSELORS OF MARYLAND LLC 465,135$19,968,0001.15%
EAGLE BOSTON INVESTMENT MANAGEMENT INC 70,193$3,013,0001.04%
Aristotle Capital Boston, LLC 290,997$12,493,0001.02%
Lingohr Asset Management GmbH 20,035$856,0000.92%
Smith, Graham & Co., Investment Advisors, LP 146,480$6,288,0000.77%
Delek Group, Ltd. 332,553$14,660,0000.67%
Freestone Capital Holdings, LLC 200,458$8,606,0000.58%
Zebra Capital Management LLC 17,827$765,0000.47%
View complete list of ADVANCED ENERGY INDS shareholders