First Trust Advisors
ESMT

First Trust Advisors’s EngageSmart, Inc. ESMT Stock Holding History

First Trust Advisors’s Portfolio ESMT Stock Details ESMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-63,253
Closed -$1.45M – 2443
2023
Q4 		$1.45M Buy
+63,253
New +$1.4M ﹤0.01% 1857

First Trust Advisors's ESMT Position: Q1 2024 in Review

First Trust Advisors sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 63,253 shares — an estimated $1.45M sold.

First Trust Advisors first reported a position in ESMT in Q4 2023 and held it in 1 quarter. The position peaked at $1.45M in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

  • First Trust Advisors reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
  • First Trust Advisors sold 63,253 EngageSmart, Inc. shares in Q1 2024, an estimated $1.45M.
  • First Trust Advisors first reported a position in EngageSmart, Inc. in Q4 2023 and held it in 1 quarter.
  • First Trust Advisors's EngageSmart, Inc. position peaked at $1.45M in Q4 2023.
  • 0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on First Trust Advisors's 13F filing for Q1 2024, filed 13 May 2024.