First Trust Capital Management’s Smartsheet Inc. SMAR Stock Holding History

First Trust Capital Management’s Portfolio SMAR Stock Details SMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,425,598	Closed	-$136M	–	120
2024 Q4	$136M	Buy	2,425,598 +1,197,667	+98%	+$67M	10.38%	1
2024 Q3	$68M	Buy	+1,227,931	New	+$59.5M	4.54%	5

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

First Trust Capital Management's SMAR Position: Q1 2025 in Review

First Trust Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 2,425,598 shares — an estimated $136M sold.

First Trust Capital Management first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $136M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

First Trust Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
First Trust Capital Management sold 2,425,598 Smartsheet Inc. shares in Q1 2025, an estimated $136M.
First Trust Capital Management first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
First Trust Capital Management's Smartsheet Inc. position peaked at $136M in Q4 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on First Trust Capital Management's 13F filing for Q1 2025, filed 15 May 2025.