First Trust Advisors’s Ares Management ARES Stock Holding History

First Trust Advisors’s Portfolio ARES Stock Details ARES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.1M	Buy	432,451 +386,778	+847%	+$46.4M	0.03%	633
2026 Q1	$4.98M	Sell	45,673 -7,249	-14%	-$962K	﹤0.01%	1439
2025 Q4	$8.55M	Sell	52,922 -127,751	-71%	-$19.9M	0.01%	1166
2025 Q3	$28.9M	Buy	180,673 +147,977	+453%	+$26.7M	0.02%	779
2025 Q2	$5.66M	Sell	32,696 -181,876	-85%	-$28.8M	﹤0.01%	1303
2025 Q1	$31.5M	Buy	214,572 +135,228	+170%	+$23.4M	0.03%	722
2024 Q4	$14M	Sell	79,344 -61,859	-44%	-$10.6M	0.01%	964
2024 Q3	$22M	Sell	141,203 -28,004	-17%	-$4.06M	0.02%	776
2024 Q2	$22.6M	Buy	169,207 +23,689	+16%	+$3.23M	0.02%	746
2024 Q1	$19.4M	Sell	145,518 -21,910	-13%	-$2.8M	0.02%	808
2023 Q4	$19.9M	Sell	167,428 -2,943	-2%	-$320K	0.02%	774
2023 Q3	$17.5M	Buy	170,371 +35,109	+26%	+$3.55M	0.02%	797
2023 Q2	$13M	Sell	135,262 -58,357	-30%	-$5.04M	0.01%	917
2023 Q1	$16.2M	Sell	193,619 -86,194	-31%	-$6.85M	0.02%	819
2022 Q4	$19.2M	Buy	279,813 +96,853	+53%	+$6.99M	0.02%	735
2022 Q3	$11.3M	Sell	182,960 -299,058	-62%	-$20.9M	0.01%	914
2022 Q2	$27.4M	Buy	482,018 +9,943	+2%	+$688K	0.03%	595
2022 Q1	$38.3M	Sell	472,075 -29,782	-6%	-$2.29M	0.04%	564
2021 Q4	$40.8M	Buy	501,857 +43,904	+10%	+$3.57M	0.04%	558
2021 Q3	$33.8M	Buy	457,953 +267,174	+140%	+$19.2M	0.04%	573
2021 Q2	$12.1M	Buy	190,779 +137,542	+258%	+$7.69M	0.01%	948
2021 Q1	$2.98M	Sell	53,237 -110,051	-67%	-$5.54M	﹤0.01%	1549
2020 Q4	$7.68M	Sell	163,288 -85,263	-34%	-$3.86M	0.01%	929
2020 Q3	$10M	Buy	248,551 +93,033	+60%	+$3.71M	0.02%	733
2020 Q2	$6.17M	Sell	155,518 -770	-0.5%	-$27.2K	0.01%	902
2020 Q1	$4.83M	Buy	156,288 +51,005	+48%	+$1.78M	0.01%	873
2019 Q4	$3.76M	Buy	+105,283	New	+$3.27M	0.01%	1235

Other funds holding ARES

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

First Trust Advisors's ARES Position: Q2 2026 in Review

First Trust Advisors increased its Ares Management (ARES) stake by 847% in Q2 2026, buying an estimated $46.4M and bringing the position to 432,451 shares worth $48.1M. The position accounts for 0.03% of the portfolio, ranked #633.

First Trust Advisors first reported a position in ARES in Q4 2019 and has held it in 27 quarters since. 806 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

First Trust Advisors held 432,451 shares of Ares Management worth $48.1M as of Q2 2026.
First Trust Advisors bought 386,778 Ares Management shares in Q2 2026, an estimated $46.4M.
Ares Management made up 0.03% of First Trust Advisors's portfolio in Q2 2026, its #633 holding.
First Trust Advisors first reported a position in Ares Management in Q4 2019 and has held it in 27 quarters since.
806 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.