First Trust Advisors’s NerdWallet NRDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.17M	Buy	112,917 +2,801	+3%	+$31.5K	﹤0.01%	2108
2025 Q4	$1.49M	Sell	110,116 -5,941	-5%	-$77.7K	﹤0.01%	2013
2025 Q3	$1.25M	Buy	+116,057	New	+$1.24M	﹤0.01%	2031
2023 Q2	–	Sell	-31,262	Closed	-$506K	–	2418
2023 Q1	$506K	Buy	+31,262	New	+$471K	﹤0.01%	2135

Other funds holding NRDS

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

First Trust Advisors increased its NerdWallet (NRDS) stake by 2.5% in Q1 2026, buying an estimated $31.5K and bringing the position to 112,917 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

First Trust Advisors first reported a position in NRDS in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.49M in Q4 2025. 158 funds tracked by Wall St. Rank hold NRDS as of Q1 2026.

First Trust Advisors held 112,917 shares of NerdWallet worth $1.17M as of Q1 2026.
First Trust Advisors bought 2,801 NerdWallet shares in Q1 2026, an estimated $31.5K.
NerdWallet made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2108 holding.
First Trust Advisors first reported a position in NerdWallet in Q1 2023 and has held it in 4 quarters since.
First Trust Advisors's NerdWallet position peaked at $1.49M in Q4 2025.
158 funds tracked by Wall St. Rank held NerdWallet as of Q1 2026.

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