First Trust Advisors
GTM

First Trust Advisors’s ZoomInfo Technologies GTM Stock Holding History

First Trust Advisors’s Portfolio GTM Stock Details GTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.6M Buy
4,996,717
+4,182,385
+514% +$18.8M 0.01% 1057
2026
Q1 		$4.87M Sell
814,332
-6,602
-0.8% -$48.5K ﹤0.01% 1455
2025
Q4 		$8.35M Buy
+820,934
New +$8.45M 0.01% 1174
2025
Q2 		– Sell
-925,610
Closed -$9.26M – 2716
2025
Q1 		$9.26M Buy
925,610
+62,207
+7% +$652K 0.01% 1073
2024
Q4 		$9.07M Sell
863,403
-32,725
-4% -$350K 0.01% 1091
2024
Q3 		$9.25M Sell
896,128
-305,830
-25% -$3.2M 0.01% 1067
2024
Q2 		$15.3M Sell
1,201,958
-2,391,371
-67% -$33.5M 0.02% 873
2024
Q1 		$57.6M Buy
3,593,329
+75,333
+2% +$1.23M 0.06% 441
2023
Q4 		$65M Sell
3,517,996
-265,476
-7% -$4.16M 0.07% 370
2023
Q3 		$62M Buy
3,783,472
+1,224,397
+48% +$25M 0.07% 370
2023
Q2 		$65M Buy
2,559,075
+548,473
+27% +$13M 0.07% 381
2023
Q1 		$49.7M Sell
2,010,602
-92,804
-4% -$2.38M 0.06% 445
2022
Q4 		$63.3M Buy
2,103,406
+355,435
+20% +$12.3M 0.08% 391
2022
Q3 		$72.8M Sell
1,747,971
-299,489
-15% -$12.7M 0.09% 303
2022
Q2 		$68.1M Sell
2,047,460
-495,713
-19% -$21.9M 0.08% 352
2022
Q1 		$152M Sell
2,543,173
-230,234
-8% -$12.4M 0.16% 174
2021
Q4 		$178M Buy
2,773,407
+556,641
+25% +$37.3M 0.17% 161
2021
Q3 		$136M Buy
+2,216,766
New +$133M 0.15% 186
2020
Q3 		– Sell
-114,934
Closed -$5.87M – 2503
2020
Q2 		$5.87M Buy
+114,934
New +$5.49M 0.01% 924

Other funds holding GTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

First Trust Advisors increased its ZoomInfo Technologies (GTM) stake by 514% in Q2 2026, buying an estimated $18.8M and bringing the position to 4,996,717 shares worth $14.6M. The position accounts for 0.01% of the portfolio, ranked #1057.

First Trust Advisors first reported a position in GTM in Q2 2020 and has held it in 19 quarters since. The position peaked at $178M in Q4 2021. 332 funds tracked by Wall St. Rank hold GTM as of Q2 2026.

  • First Trust Advisors held 4,996,717 shares of ZoomInfo Technologies worth $14.6M as of Q2 2026.
  • First Trust Advisors bought 4,182,385 ZoomInfo Technologies shares in Q2 2026, an estimated $18.8M.
  • ZoomInfo Technologies made up 0.01% of First Trust Advisors's portfolio in Q2 2026, its #1057 holding.
  • First Trust Advisors first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 19 quarters since.
  • First Trust Advisors's ZoomInfo Technologies position peaked at $178M in Q4 2021.
  • 332 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q2 2026.

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