First Trust Advisors
LZ icon

First Trust Advisors’s LegalZoom.com LZ Stock Holding History

First Trust Advisors’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-530,673
Closed -$3.01M – 2710
2026
Q1 		$3.01M Sell
530,673
-211,433
-28% -$1.6M ﹤0.01% 1727
2025
Q4 		$7.37M Buy
742,106
+394,923
+114% +$3.92M 0.01% 1237
2025
Q3 		$3.6M Buy
347,183
+137,936
+66% +$1.38M ﹤0.01% 1545
2025
Q2 		$1.86M Sell
209,247
-211,873
-50% -$1.78M ﹤0.01% 1851
2025
Q1 		$3.63M Buy
+421,120
New +$3.77M ﹤0.01% 1490
2024
Q3 		– Sell
-244,569
Closed -$2.05M – 2435
2024
Q2 		$2.05M Buy
244,569
+128,970
+112% +$1.33M ﹤0.01% 1701
2024
Q1 		$1.54M Sell
115,599
-61,101
-35% -$704K ﹤0.01% 1838
2023
Q4 		$2M Buy
+176,700
New +$1.92M ﹤0.01% 1722
2023
Q3 		– Sell
-70,830
Closed -$856K – 2445
2023
Q2 		$856K Buy
70,830
+32,538
+85% +$344K ﹤0.01% 2024
2023
Q1 		$359K Buy
+38,292
New +$324K ﹤0.01% 2204
2022
Q4 		– Sell
-52,005
Closed -$446K – 2503
2022
Q3 		$446K Buy
+52,005
New +$538K ﹤0.01% 2241

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

First Trust Advisors sold out of LegalZoom.com (LZ) in Q2 2026, closing a stake of 530,673 shares — an estimated $3.01M sold.

First Trust Advisors first reported a position in LZ in Q3 2022 and held it in 11 quarters. The position peaked at $7.37M in Q4 2025. 244 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • First Trust Advisors reported no remaining LegalZoom.com position as of Q2 2026 after selling out during the quarter.
  • First Trust Advisors sold 530,673 LegalZoom.com shares in Q2 2026, an estimated $3.01M.
  • First Trust Advisors first reported a position in LegalZoom.com in Q3 2022 and held it in 11 quarters.
  • First Trust Advisors's LegalZoom.com position peaked at $7.37M in Q4 2025.
  • 244 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

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