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First Trust Direct Indexing’s Apogee Enterprises APOG Stock Holding History

First Trust Direct Indexing’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-417
Closed -$13K – 434
2020
Q4 		$13K Buy
+417
New +$11.3K ﹤0.01% 896

Other funds holding APOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Direct Indexing's APOG Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Apogee Enterprises (APOG) in Q1 2021, closing a stake of 417 shares — an estimated $13K sold.

First Trust Direct Indexing first reported a position in APOG in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 172 funds tracked by Wall St. Rank hold APOG as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Apogee Enterprises position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 417 Apogee Enterprises shares in Q1 2021, an estimated $13K.
  • First Trust Direct Indexing first reported a position in Apogee Enterprises in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Apogee Enterprises position peaked at $13K in Q4 2020.
  • 172 funds tracked by Wall St. Rank held Apogee Enterprises as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.