First Trust Advisors

First Trust Advisors’s Samsara IOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$47.4M	Buy	1,494,291 +584,854	+64%	+$17.9M	0.03%	601
2025 Q4	$32.2M	Sell	909,437 -41,648	-4%	-$1.61M	0.02%	738
2025 Q3	$35.4M	Buy	951,085 +419,164	+79%	+$15.6M	0.03%	713
2025 Q2	$21.2M	Sell	531,921 -490,756	-48%	-$20.3M	0.02%	878
2025 Q1	$39.2M	Sell	1,022,677 -271,474	-21%	-$12.6M	0.03%	645
2024 Q4	$56.5M	Buy	1,294,151 +115,501	+10%	+$5.68M	0.05%	464
2024 Q3	$56.7M	Buy	1,178,650 +575	+0%	+$23.3K	0.05%	460
2024 Q2	$39.7M	Sell	1,178,075 -755,765	-39%	-$26.1M	0.04%	563
2024 Q1	$73.1M	Buy	1,933,840 +187,566	+11%	+$6.38M	0.07%	320
2023 Q4	$58.3M	Sell	1,746,274 -117,130	-6%	-$3.25M	0.06%	395
2023 Q3	$47M	Buy	1,863,404 +596,990	+47%	+$15.8M	0.06%	436
2023 Q2	$35.1M	Buy	1,266,414 +590,052	+87%	+$13.1M	0.04%	535
2023 Q1	$13.3M	Buy	676,362 +476,116	+238%	+$7.55M	0.02%	894
2022 Q4	$2.49M	Buy	+200,246	New	+$2.28M	﹤0.01%	1593

Other funds holding IOT

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return