First Trust Advisors LP So Fi Technologies, Inc. Transaction History

First Trust Advisors LP

$127 Billion
Q3 2025

A detailed history of First Trust Advisors LP transactions in So Fi Technologies, Inc. stock. As of the latest transaction made, First Trust Advisors LP holds 3,320,409 shares of SOFI stock, worth $92.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,320,409

Previous 3,948,998 15.92%

Holding current value

$92.4 Million

Previous $71.9 Million 21.99%

% of portfolio

0.07%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$17.64 - $29.81 $11.1 Million - $18.7 Million	-628,589 Reduced 15.92%	3,320,409 $87.7 Million
Q2 2025 Aug 13, 2025	BUY	$9.5 - $18.21 $6.4 Million - $12.3 Million	673,524 Added 20.56%	3,948,998 $71.9 Million
Q1 2025 May 14, 2025	BUY	$11.18 - $18.03 $6.58 Million - $10.6 Million	588,807 Added 21.92%	3,275,474 $38.1 Million
Q4 2024 Feb 13, 2025	BUY	$7.63 - $16.88 $17.5 Million - $38.7 Million	2,293,622 Added 583.55%	2,686,667 $41.4 Million
Q3 2024 Nov 13, 2024	BUY	$6.32 - $8.19 $664,061 - $860,547	105,073 Added 36.49%	393,045 $3.09 Million

Q2 2024 Aug 13, 2024	SELL	$6.32 - $7.89 $2.42 Million - $3.03 Million	-383,646 Reduced 57.12%	287,972 $1.9 Million
Q1 2024 May 13, 2024	SELL	$6.92 - $9.65 $534,078 - $744,777	-77,179 Reduced 10.31%	671,618 $4.9 Million
Q4 2023 Feb 13, 2024	SELL	$6.62 - $10.32 $109,269 - $170,341	-16,506 Reduced 2.16%	748,797 $7.45 Million
Q3 2023 Nov 13, 2023	BUY	$7.4 - $11.45 $817,507 - $1.26 Million	110,474 Added 16.87%	765,303 $6.11 Million
Q2 2023 Aug 14, 2023	BUY	$4.76 - $9.74 $2.63 Million - $5.38 Million	552,757 Added 541.54%	654,829 $5.46 Million
Q1 2023 May 15, 2023	SELL	$4.5 - $7.72 $576,364 - $988,785	-128,081 Reduced 55.65%	102,072 $619,000
Q4 2022 Feb 09, 2023	BUY	$4.3 - $5.95 $931,517 - $1.29 Million	216,632 Added 1602.19%	230,153 $1.06 Million
Q3 2022 Nov 14, 2022	BUY	$4.84 - $8.23 $65,441 - $111,277	13,521 New	13,521 $66,000
Q3 2021 Nov 15, 2021	SELL	$13.75 - $18.25 $5.63 Million - $7.48 Million	-409,600 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$14.61 - $23.89 $5.98 Million - $9.79 Million	409,600 New	409,600 $7.85 Million

Others Institutions Holding SOFI

# of Institutions

1,081

Shares Held

621M

Call Options Held

132M

Put Options Held

124M

View Full List

About SoFi Technologies, Inc.

Ticker SOFI
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 799,630,016
Market Cap $22.2B
Description
SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation...

More about SOFI

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First Trust Advisors LP So Fi Technologies, Inc. Transaction History