First Trust Advisors
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First Trust Advisors’s Agilon Health AGL Stock Holding History

First Trust Advisors’s Portfolio AGL Stock Details AGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,178
Closed -$1.39M – 2554
2024
Q3 		$1.39M Sell
14,178
-22,317
-61% -$2.88M ﹤0.01% 1914
2024
Q2 		$5.97M Buy
36,495
+34,864
+2,138% +$4.97M 0.01% 1192
2024
Q1 		$249K Sell
1,631
-24,199
-94% -$4.03M ﹤0.01% 2253
2023
Q4 		$8.1M Buy
25,830
+9,665
+60% +$3.5M 0.01% 1066
2023
Q3 		$7.18M Sell
16,165
-33,798
-68% -$15.3M 0.01% 1080
2023
Q2 		$21.7M Buy
49,963
+36,340
+267% +$20.4M 0.02% 726
2023
Q1 		$8.09M Sell
13,623
-34,162
-71% -$19.1M 0.01% 1046
2022
Q4 		$19.3M Buy
47,785
+20,264
+74% +$9.5M 0.02% 731
2022
Q3 		$16.1M Buy
+27,521
New +$16.5M 0.02% 778
2021
Q3 		– Sell
-8,058
Closed -$8.17M – 2507
2021
Q2 		$8.17M Buy
+8,058
New +$7.06M 0.01% 1071

Other funds holding AGL

CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors's AGL Position: Q4 2024 in Review

First Trust Advisors sold out of Agilon Health (AGL) in Q4 2024, closing a stake of 14,178 shares — an estimated $1.39M sold.

First Trust Advisors first reported a position in AGL in Q2 2021 and held it in 10 quarters. The position peaked at $21.7M in Q2 2023. 184 funds tracked by Wall St. Rank hold AGL as of Q4 2024.

  • First Trust Advisors reported no remaining Agilon Health position as of Q4 2024 after selling out during the quarter.
  • First Trust Advisors sold 14,178 Agilon Health shares in Q4 2024, an estimated $1.39M.
  • First Trust Advisors first reported a position in Agilon Health in Q2 2021 and held it in 10 quarters.
  • First Trust Advisors's Agilon Health position peaked at $21.7M in Q2 2023.
  • 184 funds tracked by Wall St. Rank held Agilon Health as of Q4 2024.

Based on First Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.