First Trust Direct Indexing’s Horizon Therapeutics Public Limited Company Ordinary Shares HZNP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,854	Closed	-$677K	–	784
2023 Q3	$677K	Sell	5,854 -1,460	-20%	-$157K	0.08%	306
2023 Q2	$752K	Sell	7,314 -192	-3%	-$20.3K	0.08%	285
2023 Q1	$819K	Buy	7,506 +4	+0.1%	+$442	0.1%	262
2022 Q4	$854K	Buy	7,502 +272	+4%	+$22.6K	0.11%	245
2022 Q3	$447K	Buy	+7,230	New	+$505K	0.07%	372
2022 Q2	–	Sell	-2,068	Closed	-$218K	–	711
2022 Q1	$218K	Buy	2,068 +2	+0.1%	+$195	0.03%	607
2021 Q4	$223K	Buy	2,066 +4	+0.2%	+$436	0.03%	580
2021 Q3	$226K	Sell	2,062 -1,068	-34%	-$111K	0.03%	557
2021 Q2	$293K	Buy	3,130 +431	+16%	+$39.7K	0.04%	469
2021 Q1	$248K	Buy	2,699 +26	+1%	+$2.19K	0.07%	341
2020 Q4	$196K	Buy	+2,673	New	+$199K	0.05%	360

Other funds holding HZNP

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

VWA

Valued Wealth Advisors Holladay, Utah $247M AUM 21.93% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.05B AUM 19.75% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

First Trust Direct Indexing's HZNP Position: Q4 2023 in Review

First Trust Direct Indexing sold out of Horizon Therapeutics Public Limited Company Ordinary Shares (HZNP) in Q4 2023, closing a stake of 5,854 shares — an estimated $677K sold.

First Trust Direct Indexing first reported a position in HZNP in Q4 2020 and held it in 11 quarters. The position peaked at $854K in Q4 2022. 6 funds tracked by Wall St. Rank hold HZNP as of Q4 2023.

First Trust Direct Indexing reported no remaining Horizon Therapeutics Public Limited Company Ordinary Shares position as of Q4 2023 after selling out during the quarter.
First Trust Direct Indexing sold 5,854 Horizon Therapeutics Public Limited Company Ordinary Shares shares in Q4 2023, an estimated $677K.
First Trust Direct Indexing first reported a position in Horizon Therapeutics Public Limited Company Ordinary Shares in Q4 2020 and held it in 11 quarters.
First Trust Direct Indexing's Horizon Therapeutics Public Limited Company Ordinary Shares position peaked at $854K in Q4 2022.
6 funds tracked by Wall St. Rank held Horizon Therapeutics Public Limited Company Ordinary Shares as of Q4 2023.

Based on First Trust Direct Indexing's 13F filing for Q4 2023, filed 6 Feb 2024.