First Trust Capital Management’s Kodiak AI KDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.5M | Buy |
2,604,010
+664,010
|
|
||||
|
2025
Q1 | $21.6M | Sell |
1,940,000
-2,470,056
|
|
||||
|
2024
Q4 | $48.4M | Buy |
4,410,056
+29,101
|
|
||||
|
2024
Q3 | $47.4M | Buy |
4,380,955
+2,485,722
|
|
||||
|
2024
Q2 | $20.2M | Sell |
1,895,233
-10
|
|
||||
|
2024
Q1 | $20M | Sell |
1,895,243
-308,313
|
|
||||
|
2023
Q4 | $23M | Sell |
2,203,556
-20,000
|
|
||||
|
2023
Q3 | $22.8M | Hold |
2,223,556
|
|
||||
|
2023
Q2 | $22.6M | Buy |
+2,223,556
|
|