First Trust Advisors’s Apogee Therapeutics APGE Stock Holding History

First Trust Advisors’s Portfolio APGE Stock Details APGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.07M	Buy	53,292 +12,516	+31%	+$1.13M	﹤0.01%	1382
2026 Q1	$3.43M	Buy	40,776 +37,358	+1,093%	+$2.71M	﹤0.01%	1670
2025 Q4	$258K	Buy	+3,418	New	+$215K	﹤0.01%	2503
2025 Q3	–	Sell	-37,622	Closed	-$1.63M	–	2575
2025 Q2	$1.63M	Buy	+37,622	New	+$1.43M	﹤0.01%	1908
2024 Q2	–	Sell	-14,818	Closed	-$985K	–	2312
2024 Q1	$985K	Buy	+14,818	New	+$647K	﹤0.01%	1988

Other funds holding APGE

VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

First Trust Advisors's APGE Position: Q2 2026 in Review

First Trust Advisors increased its Apogee Therapeutics (APGE) stake by 31% in Q2 2026, buying an estimated $1.13M and bringing the position to 53,292 shares worth $7.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

First Trust Advisors first reported a position in APGE in Q1 2024 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold APGE as of Q2 2026.

First Trust Advisors held 53,292 shares of Apogee Therapeutics worth $7.07M as of Q2 2026.
First Trust Advisors bought 12,516 Apogee Therapeutics shares in Q2 2026, an estimated $1.13M.
Apogee Therapeutics made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1382 holding.
First Trust Advisors first reported a position in Apogee Therapeutics in Q1 2024 and has held it in 5 quarters since.
289 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.