First Trust Advisors
CLOV icon

First Trust Advisors’s Clover Health Investments CLOV Stock Holding History

First Trust Advisors’s Portfolio CLOV Stock Details CLOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-702,981
Closed -$2.15M – 2643
2025
Q3 		$2.15M Sell
702,981
-784,177
-53% -$2.24M ﹤0.01% 1809
2025
Q2 		$4.15M Buy
+1,487,158
New +$4.89M ﹤0.01% 1449

Other funds holding CLOV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors's CLOV Position: Q4 2025 in Review

First Trust Advisors sold out of Clover Health Investments (CLOV) in Q4 2025, closing a stake of 702,981 shares — an estimated $2.15M sold.

First Trust Advisors first reported a position in CLOV in Q2 2025 and held it in 2 quarters. The position peaked at $4.15M in Q2 2025. 192 funds tracked by Wall St. Rank hold CLOV as of Q4 2025.

  • First Trust Advisors reported no remaining Clover Health Investments position as of Q4 2025 after selling out during the quarter.
  • First Trust Advisors sold 702,981 Clover Health Investments shares in Q4 2025, an estimated $2.15M.
  • First Trust Advisors first reported a position in Clover Health Investments in Q2 2025 and held it in 2 quarters.
  • First Trust Advisors's Clover Health Investments position peaked at $4.15M in Q2 2025.
  • 192 funds tracked by Wall St. Rank held Clover Health Investments as of Q4 2025.

Based on First Trust Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.