First Trust Direct Indexing’s Apollo Global Management APO Stock Holding History

First Trust Direct Indexing’s Portfolio APO Stock Details APO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,667	Closed	-$958K	–	58
2024 Q3	$958K	Buy	7,667 +1,360	+22%	+$157K	0.05%	357
2024 Q2	$745K	Buy	6,307 +909	+17%	+$103K	0.05%	391
2024 Q1	$607K	Buy	5,398 +1,414	+35%	+$149K	0.05%	417
2023 Q4	$371K	Buy	3,984 +969	+32%	+$85.6K	0.03%	520
2023 Q3	$271K	Buy	3,015 +117	+4%	+$9.84K	0.03%	550
2023 Q2	$223K	Buy	+2,898	New	+$194K	0.02%	630

Other funds holding APO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Apollo Global Management (APO) in Q4 2024, closing a stake of 7,667 shares — an estimated $958K sold.

First Trust Direct Indexing first reported a position in APO in Q2 2023 and held it in 6 quarters. The position peaked at $958K in Q3 2024. 1,125 funds tracked by Wall St. Rank hold APO as of Q4 2024.

First Trust Direct Indexing reported no remaining Apollo Global Management position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 7,667 Apollo Global Management shares in Q4 2024, an estimated $958K.
First Trust Direct Indexing first reported a position in Apollo Global Management in Q2 2023 and held it in 6 quarters.
First Trust Direct Indexing's Apollo Global Management position peaked at $958K in Q3 2024.
1,125 funds tracked by Wall St. Rank held Apollo Global Management as of Q4 2024.

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