FIRST TRUST ADVISORS LP

Position in RKT — Rocket Companies, Inc.

CIK 1125816 Wheaton, IL

Position in RKT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$472,500

+$249,716 QoQ

Shares Held

30,000

+91.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#441

of 790 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $9,052,795 across 5 Mortgage Finance names. RKT ranks #5 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WD	Walker & Dunlop, Inc.	112,410	$6,148,827
2	PFSI	PennyMac Financial Services, Inc.	10,901	$949,477
3	ONIT	Onity Group Inc.	22,108	$878,793
4	VEL	Velocity Financial, Inc.	32,676	$603,198
5	RKT	Rocket Companies, Inc. This page	30,000	$472,500

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$472,500	30,000	+91.9%	Shares	Sole	2026-08-11
2026-03-31	$222,784	15,634	-14.8%	Shares	Sole	2026-05-13
2025-12-31	$355,062	18,340	+1.8%	Shares	Sole	2026-02-13
2025-09-30	$349,246	18,021	-97.1%	Shares	Sole	2025-11-12
2024-09-30	$11,855,754	617,809	-43.0%	Shares	Sole	2024-11-13
2024-06-30	$14,841,703	1,083,336	-20.8%	Shares	Sole	2024-08-13
2024-03-31	$19,905,200	1,368,055	+163.5%	Shares	Sole	2024-05-13
2023-12-31	$7,518,218	519,214	-44.5%	Shares	Sole	2024-02-13
2023-09-30	$7,650,058	935,215	-26.3%	Shares	Sole	2023-11-13
2023-06-30	$11,369,666	1,268,936	-43.6%	Shares	Sole	2023-08-14
2023-03-31	$20,367,432	2,248,061	+4.8%	Shares	Sole	2023-05-15
2022-12-31	$15,011,542	2,144,506	+44.3%	Shares	Sole	2023-02-09
2022-09-30	$9,393,744	1,486,352	+9665.8%	Shares	Sole	2022-11-14
2022-06-30	$112,019	15,220	-47.3%	Shares	Sole	2022-08-12
2022-03-31	$321,445	28,907	-96.2%	Shares	Sole	2022-05-13
2021-06-30	$14,850,486	767,467	-56.2%	Shares	Sole	2021-10-12
2021-03-31	$40,457,928	1,752,184	+142.2%	Shares	Sole	2021-05-14
2020-12-31	$14,628,947	723,489	+53.0%	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.