First Trust Advisors’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.3M	Sell	1,153,516 -1,429,677	-55%	-$30.1M	0.01%	900
2025 Q4	$67.6M	Sell	2,583,193 -737,216	-22%	-$20.5M	0.05%	446
2025 Q3	$87.7M	Sell	3,320,409 -628,589	-16%	-$14.9M	0.07%	365
2025 Q2	$71.9M	Buy	3,948,998 +673,524	+21%	+$8.88M	0.06%	414
2025 Q1	$38.1M	Buy	3,275,474 +588,807	+22%	+$8.49M	0.03%	651
2024 Q4	$41.4M	Buy	2,686,667 +2,293,622	+584%	+$29.8M	0.04%	610
2024 Q3	$3.09M	Buy	393,045 +105,073	+36%	+$764K	﹤0.01%	1574
2024 Q2	$1.9M	Sell	287,972 -383,646	-57%	-$2.71M	﹤0.01%	1728
2024 Q1	$4.9M	Sell	671,618 -77,179	-10%	-$613K	0.01%	1298
2023 Q4	$7.45M	Sell	748,797 -16,506	-2%	-$131K	0.01%	1100
2023 Q3	$6.11M	Buy	765,303 +110,474	+17%	+$971K	0.01%	1140
2023 Q2	$5.46M	Buy	654,829 +552,757	+542%	+$3.6M	0.01%	1194
2023 Q1	$620K	Sell	102,072 -128,081	-56%	-$777K	﹤0.01%	2081
2022 Q4	$1.06M	Buy	230,153 +216,632	+1,602%	+$1.07M	﹤0.01%	1944
2022 Q3	$66K	Buy	+13,521	New	+$85.5K	﹤0.01%	2448
2021 Q3	–	Sell	-409,600	Closed	-$7.85M	–	2630
2021 Q2	$7.85M	Buy	+409,600	New	+$7.59M	0.01%	1089