FTDI
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First Trust Direct Indexing’s Amgen AMGN Stock Holding History

First Trust Direct Indexing’s Portfolio AMGN Stock Details AMGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,435
Closed -$4.65M – 46
2024
Q3 		$4.65M Buy
14,435
+1,354
+10% +$443K 0.25% 74
2024
Q2 		$4.09M Buy
13,081
+2,905
+29% +$853K 0.25% 78
2024
Q1 		$2.89M Buy
10,176
+1,184
+13% +$346K 0.22% 90
2023
Q4 		$2.59M Buy
8,992
+1,621
+22% +$442K 0.23% 90
2023
Q3 		$1.98M Buy
7,371
+790
+12% +$197K 0.23% 93
2023
Q2 		$1.46M Buy
6,581
+154
+2% +$35.7K 0.16% 140
2023
Q1 		$1.55M Sell
6,427
-1,244
-16% -$305K 0.18% 128
2022
Q4 		$2.01M Buy
7,671
+291
+4% +$78K 0.27% 87
2022
Q3 		$1.66M Buy
7,380
+905
+14% +$219K 0.24% 92
2022
Q2 		$1.57M Buy
6,475
+388
+6% +$95.1K 0.22% 106
2022
Q1 		$1.47M Buy
6,087
+1,927
+46% +$443K 0.18% 130
2021
Q4 		$936K Sell
4,160
-55
-1% -$11.6K 0.12% 200
2021
Q3 		$896K Buy
4,215
+34
+0.8% +$7.83K 0.13% 202
2021
Q2 		$1.02M Buy
4,181
+96
+2% +$23.6K 0.15% 170
2021
Q1 		$1.02M Buy
4,085
+414
+11% +$98.8K 0.27% 89
2020
Q4 		$844K Buy
+3,671
New +$846K 0.23% 106

Other funds holding AMGN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Direct Indexing's AMGN Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Amgen (AMGN) in Q4 2024, closing a stake of 14,435 shares — an estimated $4.65M sold.

First Trust Direct Indexing first reported a position in AMGN in Q4 2020 and held it in 16 quarters. The position peaked at $4.65M in Q3 2024. 2,855 funds tracked by Wall St. Rank hold AMGN as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Amgen position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 14,435 Amgen shares in Q4 2024, an estimated $4.65M.
  • First Trust Direct Indexing first reported a position in Amgen in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Amgen position peaked at $4.65M in Q3 2024.
  • 2,855 funds tracked by Wall St. Rank held Amgen as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.