First Trust Advisors
TIPT icon

First Trust Advisors’s Tiptree Inc TIPT Stock Holding History

First Trust Advisors’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-70,258
Closed -$1.66M – 2733
2025
Q2 		$1.66M Buy
70,258
+3,487
+5% +$77.8K ﹤0.01% 1903
2025
Q1 		$1.61M Sell
66,771
-1,111
-2% -$23.6K ﹤0.01% 1865
2024
Q4 		$1.42M Sell
67,882
-7,047
-9% -$147K ﹤0.01% 1940
2024
Q3 		$1.47M Buy
+74,929
New +$1.39M ﹤0.01% 1896
2022
Q3 		– Sell
-32,807
Closed -$348K – 2604
2022
Q2 		$348K Buy
32,807
+63
+0.2% +$708 ﹤0.01% 2279
2022
Q1 		$421K Sell
32,744
-1,901
-5% -$24.5K ﹤0.01% 2297
2021
Q4 		$479K Buy
34,645
+4,723
+16% +$66.1K ﹤0.01% 2299
2021
Q3 		$300K Buy
+29,922
New +$293K ﹤0.01% 2385

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors's TIPT Position: Q3 2025 in Review

First Trust Advisors sold out of Tiptree Inc (TIPT) in Q3 2025, closing a stake of 70,258 shares — an estimated $1.66M sold.

First Trust Advisors first reported a position in TIPT in Q3 2021 and held it in 8 quarters. The position peaked at $1.66M in Q2 2025. 143 funds tracked by Wall St. Rank hold TIPT as of Q3 2025.

  • First Trust Advisors reported no remaining Tiptree Inc position as of Q3 2025 after selling out during the quarter.
  • First Trust Advisors sold 70,258 Tiptree Inc shares in Q3 2025, an estimated $1.66M.
  • First Trust Advisors first reported a position in Tiptree Inc in Q3 2021 and held it in 8 quarters.
  • First Trust Advisors's Tiptree Inc position peaked at $1.66M in Q2 2025.
  • 143 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2025.

Based on First Trust Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.