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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 50 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 SOURCE CAPITAL 74,530.0 $3.5M 0.00% +3K +4.4% $46.32
982 APOGEE THERAPEUTICS INC 40,776.0 $3.4M 0.00% +37K +1093.0% $84.17
983 FNV FRANCO NEV CORP Basic Materials 13,766.0 $3.4M 0.00% +301.0 +2.2% $247.24 -8.8%
984 VVX V2X INC Industrials 49,644.0 $3.4M 0.00% +22K +76.7% $68.50 +4.8%
985 LINE LINEAGE INC Real Estate 103,602.0 $3.4M 0.00% +96K +1328.8% $32.76 +19.3%
986 AGG ISHARES TR 33,739.0 $3.3M 0.00% +2K +5.2% $99.27 -1.7%
987 OBE OBSIDIAN ENERGY LTD Energy 353,235.0 $3.3M 0.00% +40K +12.9% $9.47 +45.2%
988 NVAX NOVAVAX INC Healthcare 409,328.0 $3.3M 0.00% +112K +37.7% $8.14 +11.3%
989 MAN MANPOWERGROUP INC WIS Industrials 112,648.0 $3.3M 0.00% +84K +291.3% $29.46 -6.0%
990 LYTS LSI INDS INC OHIO Technology 177,368.0 $3.3M 0.00% +5K +3.0% $18.60 +26.4%
991 MD PEDIATRIX MEDICAL GROUP INC Healthcare 152,876.0 $3.3M 0.00% +7K +4.6% $21.39 +5.8%
992 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 125,874.0 $3.3M 0.00% +2K +1.8% $25.88 +3.0%
993 ADMA ADMA BIOLOGICS INC Healthcare 360,217.0 $3.2M 0.00% +336K +1361.2% $9.01 -4.2%
994 BTG B2GOLD CORP Basic Materials 714,188.0 $3.2M 0.00% +132K +22.7% $4.54 +1.7%
995 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 43,870.0 $3.2M 0.00% +26K +144.1% $73.90 +2.4%
996 BEAM BEAM THERAPEUTICS INC Healthcare 135,166.0 $3.2M 0.00% +71K +111.0% $23.83 +10.5%
997 HIW HIGHWOODS PPTYS INC Real Estate 150,178.0 $3.2M 0.00% +38K +33.7% $21.41 +20.1%
998 WD WALKER & DUNLOP INC Financial Services 72,429.0 $3.2M 0.00% +41K +131.1% $44.38 +13.5%
999 HQY HEALTHEQUITY INC Healthcare 38,086.0 $3.2M 0.00% +7K +24.3% $83.57 -0.6%
1000 MBC MASTERBRAND INC Consumer Cyclical 382,812.0 $3.2M 0.00% +127K +49.6% $8.31 -15.2%
Page 50 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%