First Trust Advisors

First Trust Advisors’s Certara CERT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.22M	Buy	915,484 +635,988	+228%	+$4.85M	﹤0.01%	1412
2025 Q4	$2.46M	Buy	279,496 +263,123	+1,607%	+$2.71M	﹤0.01%	1784
2025 Q3	$200K	Sell	16,373 -378,551	-96%	-$4.14M	﹤0.01%	2505
2025 Q2	$4.62M	Buy	394,924 +382,187	+3,001%	+$4.52M	﹤0.01%	1388
2025 Q1	$126K	Sell	12,737 -393	-3%	-$4.77K	﹤0.01%	2496
2024 Q4	$140K	Buy	+13,130	New	+$143K	﹤0.01%	2504
2024 Q3	–	Sell	-22,094	Closed	-$306K	–	2384
2024 Q2	$306K	Sell	22,094 -317,405	-93%	-$5.21M	﹤0.01%	2199
2024 Q1	$6.07M	Buy	339,499 +2,358	+0.7%	+$40.7K	0.01%	1207
2023 Q4	$5.93M	Buy	+337,141	New	+$4.94M	0.01%	1173
2023 Q3	–	Sell	-1,490,814	Closed	-$27.1M	–	2377
2023 Q2	$27.1M	Buy	1,490,814 +1,030,333	+224%	+$21.8M	0.03%	614
2023 Q1	$11.1M	Buy	+460,481	New	+$9.1M	0.01%	960
2022 Q4	–	Sell	-679,379	Closed	-$9.02M	–	2440
2022 Q3	$9.02M	Buy	+679,379	New	+$12.6M	0.01%	981
2022 Q2	–	Sell	-22,323	Closed	-$479K	–	2500
2022 Q1	$479K	Buy	+22,323	New	+$536K	﹤0.01%	2266

Other funds holding CERT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return