First Trust Advisors
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First Trust Advisors’s AvePoint AVPT Stock Holding History

First Trust Advisors’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-65,722
Closed -$913K – 2616
2025
Q4 		$913K Sell
65,722
-191,795
-74% -$2.65M ﹤0.01% 2175
2025
Q3 		$3.87M Sell
257,517
-108,188
-30% -$1.82M ﹤0.01% 1504
2025
Q2 		$7.06M Sell
365,705
-11,635
-3% -$202K 0.01% 1198
2025
Q1 		$5.45M Sell
377,340
-43,210
-10% -$726K ﹤0.01% 1273
2024
Q4 		$6.94M Sell
420,550
-40,448
-9% -$614K 0.01% 1203
2024
Q3 		$5.43M Buy
460,998
+170,804
+59% +$1.87M 0.01% 1300
2024
Q2 		$3.02M Sell
290,194
-208,989
-42% -$1.81M ﹤0.01% 1503
2024
Q1 		$3.95M Sell
499,183
-106,132
-18% -$835K ﹤0.01% 1414
2023
Q4 		$4.97M Buy
+605,315
New +$4.73M 0.01% 1264

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors's AVPT Position: Q1 2026 in Review

First Trust Advisors sold out of AvePoint (AVPT) in Q1 2026, closing a stake of 65,722 shares — an estimated $913K sold.

First Trust Advisors first reported a position in AVPT in Q4 2023 and held it in 9 quarters. The position peaked at $7.06M in Q2 2025. 255 funds tracked by Wall St. Rank hold AVPT as of Q1 2026.

  • First Trust Advisors reported no remaining AvePoint position as of Q1 2026 after selling out during the quarter.
  • First Trust Advisors sold 65,722 AvePoint shares in Q1 2026, an estimated $913K.
  • First Trust Advisors first reported a position in AvePoint in Q4 2023 and held it in 9 quarters.
  • First Trust Advisors's AvePoint position peaked at $7.06M in Q2 2025.
  • 255 funds tracked by Wall St. Rank held AvePoint as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.