First Trust Advisors
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First Trust Advisors’s Root ROOT Stock Holding History

First Trust Advisors’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.01M Buy
68,050
+22,422
+49% +$1.31M ﹤0.01% 1728
2025
Q4 		$3.3M Buy
45,628
+20,049
+78% +$1.6M ﹤0.01% 1642
2025
Q3 		$2.29M Buy
+25,579
New +$2.68M ﹤0.01% 1774
2024
Q3 		– Sell
-11,388
Closed -$588K – 2466
2024
Q2 		$588K Buy
+11,388
New +$659K ﹤0.01% 2096

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

First Trust Advisors increased its Root (ROOT) stake by 49% in Q1 2026, buying an estimated $1.31M and bringing the position to 68,050 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

First Trust Advisors first reported a position in ROOT in Q2 2024 and has held it in 4 quarters since. The position peaked at $3.3M in Q4 2025. 149 funds tracked by Wall St. Rank hold ROOT as of Q1 2026.

  • First Trust Advisors held 68,050 shares of Root worth $3.01M as of Q1 2026.
  • First Trust Advisors bought 22,422 Root shares in Q1 2026, an estimated $1.31M.
  • Root made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1728 holding.
  • First Trust Advisors first reported a position in Root in Q2 2024 and has held it in 4 quarters since.
  • First Trust Advisors's Root position peaked at $3.3M in Q4 2025.
  • 149 funds tracked by Wall St. Rank held Root as of Q1 2026.

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