First Trust Advisors
CFLT

First Trust Advisors’s Confluent CFLT Stock Holding History

First Trust Advisors’s Portfolio CFLT Stock Details CFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,716,584
Closed -$112M – 2628
2025
Q4 		$112M Sell
3,716,584
-614,508
-14% -$15.1M 0.08% 292
2025
Q3 		$85.8M Sell
4,331,092
-224,821
-5% -$4.7M 0.06% 372
2025
Q2 		$114M Buy
4,555,913
+616,822
+16% +$13.9M 0.09% 266
2025
Q1 		$92.3M Buy
3,939,091
+523,080
+15% +$15.1M 0.08% 297
2024
Q4 		$95.5M Sell
3,416,011
-735,745
-18% -$19.7M 0.08% 275
2024
Q3 		$84.6M Buy
4,151,756
+117,986
+3% +$2.64M 0.08% 283
2024
Q2 		$119M Sell
4,033,770
-7,168
-0.2% -$206K 0.12% 196
2024
Q1 		$123M Sell
4,040,938
-1,510,758
-27% -$42.6M 0.13% 191
2023
Q4 		$130M Buy
5,551,696
+738,147
+15% +$17.8M 0.14% 180
2023
Q3 		$143M Buy
4,813,549
+1,021,811
+27% +$34.2M 0.17% 162
2023
Q2 		$134M Sell
3,791,738
-14,086
-0.4% -$394K 0.15% 171
2023
Q1 		$91.6M Sell
3,805,824
-528,910
-12% -$12.3M 0.11% 256
2022
Q4 		$96.3M Buy
4,334,734
+1,919,753
+79% +$44.5M 0.11% 247
2022
Q3 		$57.4M Sell
2,414,981
-763,728
-24% -$20.6M 0.07% 409
2022
Q2 		$73.9M Buy
3,178,709
+970,350
+44% +$26.1M 0.09% 320
2022
Q1 		$90.5M Buy
2,208,359
+500,166
+29% +$26.1M 0.09% 283
2021
Q4 		$130M Buy
1,708,193
+1,614,726
+1,728% +$116M 0.13% 196
2021
Q3 		$5.58M Buy
+93,467
New +$4.86M 0.01% 1245

Other funds holding CFLT

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

First Trust Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 3,716,584 shares — an estimated $112M sold.

First Trust Advisors first reported a position in CFLT in Q3 2021 and held it in 18 quarters. The position peaked at $143M in Q3 2023. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • First Trust Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • First Trust Advisors sold 3,716,584 Confluent shares in Q1 2026, an estimated $112M.
  • First Trust Advisors first reported a position in Confluent in Q3 2021 and held it in 18 quarters.
  • First Trust Advisors's Confluent position peaked at $143M in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

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