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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 44 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 64,188.0 $4.8M 0.00% +31K +91.7% $74.38 -33.1%
862 PMT PENNYMAC MTG INVT TR Real Estate 408,785.0 $4.8M 0.00% +325K +389.6% $11.66 -10.2%
863 NN NEXTNAV INC Communication Services 296,391.0 $4.7M 0.00% +11K +3.8% $16.02 +43.6%
864 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 180,152.0 $4.7M 0.00% +25K +15.8% $26.24 +3.1%
865 STAG STAG INDUSTRIAL INC Real Estate 130,916.0 $4.7M 0.00% +75K +132.8% $36.06 +5.4%
866 SCL STEPAN CO Basic Materials 94,340.0 $4.7M 0.00% +10K +11.2% $49.98 +0.1%
867 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 62,820.0 $4.7M 0.00% +1K +2.3% $74.89 +16.1%
868 CHT CHUNGHWA TELECOM CO LTD Communication Services 111,312.0 $4.7M 0.00% +2K +1.5% $42.24 +4.0%
869 DMLP DORCHESTER MINERALS L P Energy 173,031.0 $4.7M 0.00% +34K +24.6% $27.10 +4.1%
870 SRCE 1ST SOURCE CORP Financial Services 67,320.0 $4.7M 0.00% +23K +51.6% $69.21 +6.0%
871 GCT GIGACLOUD TECHNOLOGY INC Technology 102,014.0 $4.6M 0.00% +5K +5.4% $45.38 -18.8%
872 BAX BAXTER INTL INC Healthcare 275,347.0 $4.6M 0.00% +32K +13.1% $16.80 +9.5%
873 HCI HCI GROUP INC Financial Services 29,880.0 $4.6M 0.00% +4K +16.7% $154.61 +0.2%
874 JJSF J & J SNACK FOODS CORP Consumer Defensive 58,199.0 $4.6M 0.00% +5K +8.9% $79.27 -7.2%
875 GKOS GLAUKOS CORP Healthcare 42,754.0 $4.6M 0.00% +41K +2085.8% $107.66 +32.7%
876 BKE BUCKLE INC Consumer Cyclical 91,369.0 $4.6M 0.00% +20K +27.8% $50.36 -4.5%
877 CCJ CAMECO CORP Energy 42,230.0 $4.6M 0.00% +14K +50.0% $108.68 -3.5%
878 LNTH LANTHEUS HLDGS INC Healthcare 60,258.0 $4.6M 0.00% +45K +287.6% $75.85 +26.2%
879 WMK WEIS MKTS INC Consumer Defensive 66,657.0 $4.6M 0.00% +22K +50.2% $68.39 +5.1%
880 BCC BOISE CASCADE CO DEL Basic Materials 60,024.0 $4.6M 0.00% +5K +9.1% $75.85 -12.0%
Page 44 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%