First Trust Advisors
VEL icon

First Trust Advisors’s Velocity Financial VEL Stock Holding History

First Trust Advisors’s Portfolio VEL Stock Details VEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$603K Buy
32,676
+1,446
+5% +$26.3K ﹤0.01% 2364
2026
Q1 		$565K Sell
31,230
-72
-0.2% -$1.36K ﹤0.01% 2323
2025
Q4 		$650K Buy
31,302
+1,658
+6% +$31.1K ﹤0.01% 2288
2025
Q3 		$538K Buy
+29,644
New +$541K ﹤0.01% 2297

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors's VEL Position: Q2 2026 in Review

First Trust Advisors increased its Velocity Financial (VEL) stake by 4.6% in Q2 2026, buying an estimated $26.3K and bringing the position to 32,676 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

First Trust Advisors first reported a position in VEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $650K in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • First Trust Advisors held 32,676 shares of Velocity Financial worth $603K as of Q2 2026.
  • First Trust Advisors bought 1,446 Velocity Financial shares in Q2 2026, an estimated $26.3K.
  • Velocity Financial made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2364 holding.
  • First Trust Advisors first reported a position in Velocity Financial in Q3 2025 and has held it in 4 quarters since.
  • First Trust Advisors's Velocity Financial position peaked at $650K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.