Position in RKT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$222,784
-$132,278 QoQ
Shares Held
15,634
-14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $9,436,866 across 6 Mortgage Finance names. RKT ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WD |
Walker & Dunlop, Inc.
|
72,429 | $3,214,399 | |
| 2 | UWMC |
UWM Holdings Corp
|
812,854 | $2,942,531 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
18,896 | $1,651,510 | |
| 4 | ONIT |
Onity Group Inc.
|
21,408 | $840,692 | |
| 5 | VEL |
Velocity Financial, Inc.
|
31,230 | $564,950 | |
| 6 | RKT |
Rocket Companies, Inc.
This page
|
15,634 | $222,784 |
All Filings in RKT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $222,784 | 15,634 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $355,062 | 18,340 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $349,246 | 18,021 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $11,855,754 | 617,809 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,841,703 | 1,083,336 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,905,200 | 1,368,055 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,518,218 | 519,214 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,650,058 | 935,215 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,369,666 | 1,268,936 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,367,432 | 2,248,061 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,011,542 | 2,144,506 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,393,744 | 1,486,352 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $112,019 | 15,220 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $321,445 | 28,907 | Shares | Sole | 2022-05-13 | |
| 2021-06-30 | $14,850,486 | 767,467 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $40,457,928 | 1,752,184 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,628,947 | 723,489 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $9,425,514 | 472,931 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||