First Trust Advisors
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First Trust Advisors’s MongoDB MDB Stock Holding History

First Trust Advisors’s Portfolio MDB Stock Details MDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$90.4M Sell
369,448
-77,542
-17% -$25.9M 0.06% 373
2025
Q4 		$188M Buy
446,990
+58,061
+15% +$21.1M 0.14% 184
2025
Q3 		$121M Sell
388,929
-278,291
-42% -$71.5M 0.09% 266
2025
Q2 		$140M Sell
667,220
-346,906
-34% -$64.1M 0.11% 216
2025
Q1 		$178M Buy
1,014,126
+159,220
+19% +$38.8M 0.16% 155
2024
Q4 		$199M Buy
854,906
+95,893
+13% +$27.1M 0.18% 151
2024
Q3 		$205M Sell
759,013
-239,415
-24% -$62.2M 0.2% 143
2024
Q2 		$250M Buy
998,428
+370,385
+59% +$117M 0.25% 105
2024
Q1 		$225M Buy
628,043
+78,991
+14% +$32.3M 0.23% 134
2023
Q4 		$224M Buy
549,052
+204,284
+59% +$77.5M 0.24% 123
2023
Q3 		$119M Sell
344,768
-31,406
-8% -$11.9M 0.14% 178
2023
Q2 		$155M Sell
376,174
-81,727
-18% -$23.8M 0.18% 159
2023
Q1 		$107M Sell
457,901
-155,917
-25% -$32.7M 0.12% 210
2022
Q4 		$121M Buy
613,818
+258,783
+73% +$46.1M 0.14% 190
2022
Q3 		$70.5M Sell
355,035
-203,086
-36% -$59.3M 0.09% 321
2022
Q2 		$145M Sell
558,121
-12,132
-2% -$3.79M 0.18% 160
2022
Q1 		$253M Buy
570,253
+66,337
+13% +$25.9M 0.26% 90
2021
Q4 		$267M Sell
503,916
-124,530
-20% -$63.8M 0.26% 88
2021
Q3 		$296M Sell
628,446
-87,425
-12% -$35.2M 0.32% 52
2021
Q2 		$259M Buy
715,871
+14,636
+2% +$4.53M 0.28% 75
2021
Q1 		$188M Sell
701,235
-143,420
-17% -$50.8M 0.23% 104
2020
Q4 		$303M Sell
844,655
-106,726
-11% -$29.8M 0.4% 40
2020
Q3 		$220M Buy
951,381
+79,196
+9% +$17.2M 0.35% 52
2020
Q2 		$197M Buy
872,185
+164,123
+23% +$30.4M 0.34% 51
2020
Q1 		$96.7M Buy
708,062
+75,381
+12% +$11.1M 0.22% 95
2019
Q4 		$83.3M Sell
632,681
-202,561
-24% -$26.6M 0.14% 176
2019
Q3 		$101M Buy
835,242
+89,092
+12% +$12.9M 0.19% 111
2019
Q2 		$113M Buy
746,150
+651,708
+690% +$94.6M 0.21% 100
2019
Q1 		$13.9M Buy
94,442
+49,654
+111% +$5.1M 0.03% 637
2018
Q4 		$3.75M Buy
+44,788
New +$3.45M 0.01% 1112

Other funds holding MDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

First Trust Advisors reduced its MongoDB (MDB) stake by 17% in Q1 2026, selling an estimated $25.9M and leaving 369,448 shares worth $90.4M. The position accounts for 0.06% of the portfolio, ranked #373.

First Trust Advisors first reported a position in MDB in Q4 2018 and has held it in 30 quarters since. The position peaked at $303M in Q4 2020. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • First Trust Advisors held 369,448 shares of MongoDB worth $90.4M as of Q1 2026.
  • First Trust Advisors sold 77,542 MongoDB shares in Q1 2026, an estimated $25.9M.
  • MongoDB made up 0.06% of First Trust Advisors's portfolio in Q1 2026, its #373 holding.
  • First Trust Advisors first reported a position in MongoDB in Q4 2018 and has held it in 30 quarters since.
  • First Trust Advisors's MongoDB position peaked at $303M in Q4 2020.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

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