First Trust Advisors
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First Trust Advisors’s Rocket Companies RKT Stock Holding History

First Trust Advisors’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$223K Sell
15,634
-2,706
-15% -$49.2K ﹤0.01% 2519
2025
Q4 		$355K Buy
18,340
+319
+2% +$5.7K ﹤0.01% 2415
2025
Q3 		$349K Buy
+18,021
New +$314K ﹤0.01% 2382
2024
Q4 		– Sell
-617,809
Closed -$11.9M – 2631
2024
Q3 		$11.9M Sell
617,809
-465,527
-43% -$8.17M 0.01% 990
2024
Q2 		$14.8M Sell
1,083,336
-284,719
-21% -$3.85M 0.02% 889
2024
Q1 		$19.9M Buy
1,368,055
+848,841
+163% +$10.5M 0.02% 800
2023
Q4 		$7.52M Sell
519,214
-416,001
-44% -$3.98M 0.01% 1095
2023
Q3 		$7.65M Sell
935,215
-333,721
-26% -$3.37M 0.01% 1061
2023
Q2 		$11.4M Sell
1,268,936
-979,125
-44% -$8.52M 0.01% 970
2023
Q1 		$20.4M Buy
2,248,061
+103,555
+5% +$893K 0.02% 727
2022
Q4 		$15M Buy
2,144,506
+658,154
+44% +$4.81M 0.02% 836
2022
Q3 		$9.39M Buy
1,486,352
+1,471,132
+9,666% +$12.8M 0.01% 961
2022
Q2 		$112K Sell
15,220
-13,687
-47% -$118K ﹤0.01% 2451
2022
Q1 		$321K Buy
+28,907
New +$358K ﹤0.01% 2359
2021
Q3 		– Sell
-767,467
Closed -$14.8M – 2615
2021
Q2 		$14.8M Sell
767,467
-984,717
-56% -$19.9M 0.02% 882
2021
Q1 		$40.5M Buy
1,752,184
+1,028,695
+142% +$23M 0.05% 483
2020
Q4 		$14.6M Buy
723,489
+250,558
+53% +$5.29M 0.02% 721
2020
Q3 		$9.43M Buy
+472,931
New +$11M 0.02% 760

Other funds holding RKT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

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

First Trust Advisors reduced its Rocket Companies (RKT) stake by 15% in Q1 2026, selling an estimated $49.2K and leaving 15,634 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

First Trust Advisors first reported a position in RKT in Q3 2020 and has held it in 18 quarters since. The position peaked at $40.5M in Q1 2021. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • First Trust Advisors held 15,634 shares of Rocket Companies worth $223K as of Q1 2026.
  • First Trust Advisors sold 2,706 Rocket Companies shares in Q1 2026, an estimated $49.2K.
  • Rocket Companies made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2519 holding.
  • First Trust Advisors first reported a position in Rocket Companies in Q3 2020 and has held it in 18 quarters since.
  • First Trust Advisors's Rocket Companies position peaked at $40.5M in Q1 2021.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

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