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Portfolio (Quarterly) Guide ↗

FIRST TRUST ADVISORS LP

· CIK 0001125816
13F Portfolio $140.0B AUM 2,882 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 119 New 1441 Added 972 Reduced 141 Exited
Page 40 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 EXLS EXLSERVICE HLDGS INC Technology 202,151.0 $6.2M 0.00% +62K +44.4% $30.45 -4.9%
782 PTEN PATTERSON-UTI ENERGY INC Energy 568,107.0 $6.2M 0.00% +403K +244.5% $10.83 +17.5%
783 VTS VITESSE ENERGY INC Energy 337,885.0 $6.1M 0.00% +86K +34.0% $18.16 +2.0%
784 IEP ICAHN ENTERPRISES LP Industrials 804,009.0 $6.1M 0.00% +21K +2.7% $7.55 -0.7%
785 TW TRADEWEB MKTS INC Financial Services 51,415.0 $6.0M 0.00% +14K +37.6% $117.66 -5.8%
786 ZETA ZETA GLOBAL HOLDINGS CORP Technology 378,425.0 $6.0M 0.00% +136K +56.2% $15.92 +14.9%
787 NWL NEWELL BRANDS INC Consumer Defensive 1,732,964.0 $5.9M 0.00% +1.6M +1010.4% $3.43 +3.5%
788 SKYWARD SPECIALTY INS GROUP 135,471.0 $5.9M 0.00% +69K +104.6% $43.68
789 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 301,529.0 $5.9M 0.00% +182K +151.5% $19.56 -18.4%
790 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 103,896.0 $5.9M 0.00% +10K +10.7% $56.45 -10.4%
791 SBCF SEACOAST BKG CORP FLA Financial Services 193,549.0 $5.9M 0.00% +49K +34.2% $30.29 -1.7%
792 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 89,753.0 $5.8M 0.00% +8K +9.3% $65.12 +7.9%
793 JD JD.COM INC Consumer Cyclical 197,087.0 $5.8M 0.00% +32K +19.2% $29.57 +9.5%
794 H HYATT HOTELS CORP Consumer Cyclical 40,409.0 $5.8M 0.00% +21K +105.9% $143.79 +14.3%
795 ABCB AMERIS BANCORP Financial Services 74,488.0 $5.8M 0.00% +4K +5.7% $77.99 +8.7%
796 GRAL GRAIL INC Healthcare 112,122.0 $5.8M 0.00% +4K +3.5% $51.68 +18.0%
797 BIDU BAIDU INC Communication Services 51,996.0 $5.8M 0.00% +2K +4.5% $111.42 +21.4%
798 DVA DAVITA INC Healthcare 37,692.0 $5.8M 0.00% +6K +18.3% $153.69 +26.6%
799 WPM WHEATON PRECIOUS METALS CORP Basic Materials 44,170.0 $5.8M 0.00% +11K +34.2% $131.12 -5.3%
800 BROS DUTCH BROS INC Consumer Cyclical 114,218.0 $5.8M 0.00% +63K +123.8% $50.66 +4.2%
Page 40 of 73  ·  1,441 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.0%
Industrials 20.2%
Financial Services 15.5%
Healthcare 7.8%
Consumer Cyclical 6.9%
Energy 5.9%
Communication Services 5.1%
Consumer Defensive 5.0%
Utilities 3.6%
Basic Materials 1.9%