First Trust Advisors
SMAR

First Trust Advisors’s Smartsheet Inc. SMAR Stock Holding History

First Trust Advisors’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-841,661
Closed -$47.2M – 2661
2024
Q4 		$47.2M Sell
841,661
-287,703
-25% -$16.1M 0.04% 539
2024
Q3 		$62.5M Buy
1,129,364
+70,892
+7% +$3.44M 0.06% 405
2024
Q2 		$46.7M Sell
1,058,472
-1,459,892
-58% -$58.2M 0.05% 516
2024
Q1 		$97M Buy
2,518,364
+442,512
+21% +$19.3M 0.1% 234
2023
Q4 		$99.3M Sell
2,075,852
-57,311
-3% -$2.44M 0.11% 225
2023
Q3 		$86.3M Buy
2,133,163
+26,755
+1% +$1.1M 0.1% 244
2023
Q2 		$80.6M Buy
2,106,408
+244,176
+13% +$10.6M 0.09% 292
2023
Q1 		$89M Sell
1,862,232
-50,742
-3% -$2.21M 0.1% 264
2022
Q4 		$75.3M Sell
1,912,974
-106,194
-5% -$3.62M 0.09% 337
2022
Q3 		$69.4M Buy
2,019,168
+1,391,157
+222% +$47.1M 0.09% 329
2022
Q2 		$19.7M Sell
628,011
-138,753
-18% -$5.75M 0.02% 711
2022
Q1 		$42M Buy
766,764
+22,723
+3% +$1.3M 0.04% 536
2021
Q4 		$57.6M Sell
744,041
-59,027
-7% -$4.12M 0.06% 466
2021
Q3 		$55.3M Sell
803,068
-128,225
-14% -$9.43M 0.06% 437
2021
Q2 		$67.4M Sell
931,293
-1,854,017
-67% -$116M 0.07% 370
2021
Q1 		$178M Sell
2,785,310
-32,479
-1% -$2.27M 0.22% 111
2020
Q4 		$195M Sell
2,817,789
-449,947
-14% -$26.4M 0.26% 94
2020
Q3 		$161M Sell
3,267,736
-283,615
-8% -$13.7M 0.26% 91
2020
Q2 		$181M Buy
3,551,351
+366,074
+11% +$18.6M 0.31% 57
2020
Q1 		$132M Buy
3,185,277
+414,784
+15% +$18.8M 0.3% 57
2019
Q4 		$124M Sell
2,770,493
-976,780
-26% -$40.4M 0.21% 94
2019
Q3 		$135M Buy
3,747,273
+3,230,070
+625% +$154M 0.25% 57
2019
Q2 		$25M Buy
517,203
+430,614
+497% +$18.3M 0.05% 493
2019
Q1 		$3.53M Buy
86,589
+318
+0.4% +$11K 0.01% 1236
2018
Q4 		$2.15M Sell
86,271
-7,418
-8% -$184K 0.01% 1442
2018
Q3 		$2.93M Sell
93,689
-5,917
-6% -$158K 0.01% 1442
2018
Q2 		$2.59M Buy
+99,606
New +$2.37M 0.01% 1491

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

First Trust Advisors's SMAR Position: Q1 2025 in Review

First Trust Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 841,661 shares — an estimated $47.2M sold.

First Trust Advisors first reported a position in SMAR in Q2 2018 and held it in 27 quarters. The position peaked at $195M in Q4 2020. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • First Trust Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • First Trust Advisors sold 841,661 Smartsheet Inc. shares in Q1 2025, an estimated $47.2M.
  • First Trust Advisors first reported a position in Smartsheet Inc. in Q2 2018 and held it in 27 quarters.
  • First Trust Advisors's Smartsheet Inc. position peaked at $195M in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on First Trust Advisors's 13F filing for Q1 2025, filed 14 May 2025.