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
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 $5.72T AUM 30.48% 1-Year Est. Return
RFM
RPD Fund Management New York $306M AUM 36.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

First Trust Advisors reduced its ZoomInfo Technologies (GTM) stake by 0.8% in Q1 2026, selling an estimated $48.5K and leaving 814,332 shares worth $4.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

First Trust Advisors first reported a position in GTM in Q2 2020 and has held it in 18 quarters since. The position peaked at $178M in Q4 2021. 361 funds tracked by Wall St. Rank hold GTM as of Q1 2026.

  • First Trust Advisors held 814,332 shares of ZoomInfo Technologies worth $4.87M as of Q1 2026.
  • First Trust Advisors sold 6,602 ZoomInfo Technologies shares in Q1 2026, an estimated $48.5K.
  • ZoomInfo Technologies made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1455 holding.
  • First Trust Advisors first reported a position in ZoomInfo Technologies in Q2 2020 and has held it in 18 quarters since.
  • First Trust Advisors's ZoomInfo Technologies position peaked at $178M in Q4 2021.
  • 361 funds tracked by Wall St. Rank held ZoomInfo Technologies as of Q1 2026.

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