First Trust Advisors’s EverQuote EVER Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$360K	Buy	+15,150	New	+$278K	﹤0.01%	2490
2025 Q3	–	Sell	-14,720	Closed	-$356K	–	2617
2025 Q2	$356K	Buy	+14,720	New	+$349K	﹤0.01%	2362
2021 Q2	–	Sell	-14,541	Closed	-$528K	–	2500
2021 Q1	$528K	Sell	14,541 -21,533	-60%	-$917K	﹤0.01%	2197
2020 Q4	$1.35M	Buy	+36,074	New	+$1.36M	﹤0.01%	1764

Other funds holding EVER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

First Trust Advisors's EVER Position: Q2 2026 in Review

First Trust Advisors opened a new position in EverQuote (EVER) in Q2 2026: 15,150 shares worth $360K. The stake represents ﹤0.01% of the portfolio and ranks #2490 among its holdings. This is a return to the name: First Trust Advisors previously reported a position in EVER as recently as Q2 2025.

First Trust Advisors first reported a position in EVER in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.35M in Q4 2020. 244 funds tracked by Wall St. Rank hold EVER as of Q2 2026.

First Trust Advisors held 15,150 shares of EverQuote worth $360K as of Q2 2026.
EverQuote was a new First Trust Advisors position in Q2 2026.
EverQuote made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2490 holding.
First Trust Advisors first reported a position in EverQuote in Q4 2020 and has held it in 4 quarters since.
First Trust Advisors's EverQuote position peaked at $1.35M in Q4 2020.
244 funds tracked by Wall St. Rank held EverQuote as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.