FTCM
SMAR

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,425,598
Closed -$136M – 120
2024
Q4 		$136M Buy
2,425,598
+1,197,667
+98% +$67.1M 10.38% 1
2024
Q3 		$68M Buy
+1,227,931
New +$68M 4.54% 5