First Trust Advisors’s ZTO Express ZTO Stock Holding History

First Trust Advisors’s Portfolio ZTO Stock Details ZTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$227K	Sell	10,132 -4,086	-29%	-$97.3K	﹤0.01%	2575
2026 Q1	$358K	Buy	+14,218	New	+$333K	﹤0.01%	2417
2023 Q1	–	Sell	-27,016	Closed	-$726K	–	2487
2022 Q4	$726K	Sell	27,016 -67,431	-71%	-$1.55M	﹤0.01%	2064
2022 Q3	$2.27M	Buy	94,447 +56,934	+152%	+$1.48M	﹤0.01%	1627
2022 Q2	$1.03M	Buy	37,513 +14,045	+60%	+$360K	﹤0.01%	1975
2022 Q1	$587K	Sell	23,468 -1,092	-4%	-$30.8K	﹤0.01%	2223
2021 Q4	$693K	Sell	24,560 -6,873	-22%	-$205K	﹤0.01%	2186
2021 Q3	$964K	Sell	31,433 -18,514	-37%	-$531K	﹤0.01%	2057
2021 Q2	$1.52M	Sell	49,947 -14,549	-23%	-$449K	﹤0.01%	1909
2021 Q1	$1.88M	Sell	64,496 -20,591	-24%	-$672K	﹤0.01%	1744
2020 Q4	$2.48M	Buy	85,087 +57,180	+205%	+$1.68M	﹤0.01%	1475
2020 Q3	$835K	Sell	27,907 -74,184	-73%	-$2.53M	﹤0.01%	1841
2020 Q2	$3.75M	Buy	102,091 +3,724	+4%	+$119K	0.01%	1097
2020 Q1	$2.6M	Buy	98,367 +29,614	+43%	+$718K	0.01%	1148
2019 Q4	$1.6M	Buy	68,753 +11,041	+19%	+$239K	﹤0.01%	1666
2019 Q3	$1.23M	Buy	57,712 +19,629	+52%	+$395K	﹤0.01%	1782
2019 Q2	$728K	Sell	38,083 -30,649	-45%	-$576K	﹤0.01%	1982
2019 Q1	$1.26M	Sell	68,732 -8,202	-11%	-$150K	﹤0.01%	1756
2018 Q4	$1.22M	Sell	76,934 -65,811	-46%	-$1.06M	﹤0.01%	1749
2018 Q3	$2.37M	Sell	142,745 -12,301	-8%	-$237K	﹤0.01%	1569
2018 Q2	$3.1M	Sell	155,046 -17,289	-10%	-$312K	0.01%	1366
2018 Q1	$2.58M	Buy	172,335 +16,821	+11%	+$264K	0.01%	1305
2017 Q4	$2.46M	Buy	155,514 +8,563	+6%	+$135K	0.01%	1400
2017 Q3	$2.06M	Buy	146,951 +21,297	+17%	+$307K	0.01%	1445
2017 Q2	$1.75M	Buy	+125,654	New	+$1.74M	﹤0.01%	1574

Other funds holding ZTO

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCMS

Serenity Capital Management (Singapore) Singapore $332M AUM 8.08% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PIM

Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

First Trust Advisors reduced its ZTO Express (ZTO) stake by 29% in Q2 2026, selling an estimated $97.3K and leaving 10,132 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

First Trust Advisors first reported a position in ZTO in Q2 2017 and has held it in 25 quarters since. The position peaked at $3.75M in Q2 2020. 196 funds tracked by Wall St. Rank hold ZTO as of Q2 2026.

First Trust Advisors held 10,132 shares of ZTO Express worth $227K as of Q2 2026.
First Trust Advisors sold 4,086 ZTO Express shares in Q2 2026, an estimated $97.3K.
ZTO Express made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2575 holding.
First Trust Advisors first reported a position in ZTO Express in Q2 2017 and has held it in 25 quarters since.
First Trust Advisors's ZTO Express position peaked at $3.75M in Q2 2020.
196 funds tracked by Wall St. Rank held ZTO Express as of Q2 2026.

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