First Trust Advisors’s Finance of America Companies FOA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$286K	Buy	17,210 +5,236	+44%	+$108K	﹤0.01%	2480
2025 Q4	$290K	Sell	11,974 -4,431	-27%	-$101K	﹤0.01%	2471
2025 Q3	$368K	Buy	+16,405	New	+$410K	﹤0.01%	2372
2022 Q3	–	Sell	-3,255	Closed	-$51K	–	2524
2022 Q2	$51K	Buy	3,255 +92	+3%	+$2.13K	﹤0.01%	2474
2022 Q1	$96K	Sell	3,163 -183	-5%	-$6.38K	﹤0.01%	2509
2021 Q4	$133K	Buy	3,346 +366	+12%	+$17.4K	﹤0.01%	2488
2021 Q3	$147K	Buy	+2,980	New	+$177K	﹤0.01%	2483

Other funds holding FOA

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

BPCM

Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BCM

Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PUI

Purpose Unlimited Inc Toronto $2.42B AUM

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

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

First Trust Advisors increased its Finance of America Companies (FOA) stake by 44% in Q1 2026, buying an estimated $108K and bringing the position to 17,210 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

First Trust Advisors first reported a position in FOA in Q3 2021 and has held it in 7 quarters since. The position peaked at $368K in Q3 2025. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

First Trust Advisors held 17,210 shares of Finance of America Companies worth $286K as of Q1 2026.
First Trust Advisors bought 5,236 Finance of America Companies shares in Q1 2026, an estimated $108K.
Finance of America Companies made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2480 holding.
First Trust Advisors first reported a position in Finance of America Companies in Q3 2021 and has held it in 7 quarters since.
First Trust Advisors's Finance of America Companies position peaked at $368K in Q3 2025.
71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

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