First Trust Advisors
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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
Q2 		$468K Sell
17,018
-192
-1% -$3.92K ﹤0.01% 2423
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 $3.55B AUM 41.85% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Brigade Capital Management New York $534M AUM 44.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.62B AUM
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

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

First Trust Advisors reduced its Finance of America Companies (FOA) stake by 1.1% in Q2 2026, selling an estimated $3.92K and leaving 17,018 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.

First Trust Advisors first reported a position in FOA in Q3 2021 and has held it in 8 quarters since. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • First Trust Advisors held 17,018 shares of Finance of America Companies worth $468K as of Q2 2026.
  • First Trust Advisors sold 192 Finance of America Companies shares in Q2 2026, an estimated $3.92K.
  • Finance of America Companies made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2423 holding.
  • First Trust Advisors first reported a position in Finance of America Companies in Q3 2021 and has held it in 8 quarters since.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

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