FTDI
SGEN

First Trust Direct Indexing’s Seagen Inc. Common Stock SGEN Stock Holding History

First Trust Direct Indexing’s Portfolio SGEN Stock Details SGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,350
Closed -$711K – 781
2023
Q3 		$711K Sell
3,350
-172
-5% -$34.4K 0.08% 295
2023
Q2 		$678K Sell
3,522
-1,506
-30% -$299K 0.08% 314
2023
Q1 		$1.02M Buy
5,028
+998
+25% +$160K 0.12% 204
2022
Q4 		$518K Buy
4,030
+2,053
+104% +$265K 0.07% 373
2022
Q3 		$271K Sell
1,977
-506
-20% -$82.4K 0.04% 496
2022
Q2 		$439K Buy
2,483
+138
+6% +$19.9K 0.06% 377
2022
Q1 		$338K Buy
2,345
+94
+4% +$12.7K 0.04% 468
2021
Q4 		$348K Sell
2,251
-37
-2% -$6.2K 0.05% 457
2021
Q3 		$389K Buy
2,288
+173
+8% +$26.9K 0.06% 406
2021
Q2 		$334K Buy
2,115
+628
+42% +$93.3K 0.05% 437
2021
Q1 		$206K Buy
1,487
+41
+3% +$6.61K 0.05% 372
2020
Q4 		$253K Buy
+1,446
New +$270K 0.07% 318

Other funds holding SGEN

SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return
SAG
Spotlight Asset Group Oakbrook Terrace, Illinois $143M AUM 20.66% 1-Year Est. Return

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

First Trust Direct Indexing sold out of Seagen Inc. Common Stock (SGEN) in Q4 2023, closing a stake of 3,350 shares — an estimated $711K sold.

First Trust Direct Indexing first reported a position in SGEN in Q4 2020 and held it in 12 quarters. The position peaked at $1.02M in Q1 2023. 6 funds tracked by Wall St. Rank hold SGEN as of Q4 2023.

  • First Trust Direct Indexing reported no remaining Seagen Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • First Trust Direct Indexing sold 3,350 Seagen Inc. Common Stock shares in Q4 2023, an estimated $711K.
  • First Trust Direct Indexing first reported a position in Seagen Inc. Common Stock in Q4 2020 and held it in 12 quarters.
  • First Trust Direct Indexing's Seagen Inc. Common Stock position peaked at $1.02M in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Seagen Inc. Common Stock as of Q4 2023.

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