Question 1

How many shares of MSTR does FIRST TRUST ADVISORS LP own?

Accepted Answer

As of 2026-Q2, FIRST TRUST ADVISORS LP holds 855,839 shares of MSTR (STRATEGY INC).

Question 2

What is FIRST TRUST ADVISORS LP's MSTR position worth?

Accepted Answer

As of 2026-Q2, FIRST TRUST ADVISORS LP's MSTR position is worth $74.4M.

Question 3

Is FIRST TRUST ADVISORS LP buying or selling MSTR?

Accepted Answer

In 2026-Q2, FIRST TRUST ADVISORS LP increased their MSTR position (+13.2% change in shares).

Question 4

When did FIRST TRUST ADVISORS LP first buy MSTR?

Accepted Answer

Based on available 13F filings, FIRST TRUST ADVISORS LP first reported a position in MSTR in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	855,839	+13.2%	$74.4M	0.0%	$86.93	34
2026-Q1	Increased	755,890	+24.3%	$94.3M	0.1%	$132.68	36
2025-Q4	Increased	608,328	+47.4%	$92.4M	0.1%	$155.61	41
2025-Q3	Increased	412,637	+18.3%	$133M	0.1%	$326.42	35
2025-Q2	Decreased	348,731	-26.6%	$141M	0.1%	$383.88	0
2025-Q1	Increased	475,429	+13.9%	$137.1M	0.1%	$289.41	41
2024-Q4	Increased	417,574	+266.1%	$120.9M	0.1%	$302.96	58
2024-Q3	Increased	114,057	+967.0%	$19.2M	0.0%	$176.22	46