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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 51 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 CNXN PC CONNECTION INC Technology 54,057.0 $3.2M 0.00% +5K +11.3% $58.46 +11.6%
1002 DEI DOUGLAS EMMETT INC Real Estate 333,361.0 $3.1M 0.00% +206K +161.3% $9.42 +23.6%
1003 NNI NELNET INC Financial Services 24,300.0 $3.1M 0.00% +7K +41.4% $128.96 -0.5%
1004 BFST BUSINESS FIRST BANCSHARES IN Financial Services 115,651.0 $3.1M 0.00% +10K +9.8% $27.04 +0.7%
1005 THFF FIRST FINANCIAL CORPORATION Financial Services 49,386.0 $3.1M 0.00% +823.0 +1.7% $63.20 +5.7%
1006 ABM ABM INDS INC Industrials 81,020.0 $3.1M 0.00% +45K +127.2% $38.52 +0.9%
1007 AGYS AGILYSYS INC Technology 43,660.0 $3.1M 0.00% +16K +59.1% $71.14 +11.0%
1008 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 61,038.0 $3.1M 0.00% +48K +351.9% $50.80 -11.5%
1009 SN SHARKNINJA INC Consumer Cyclical 29,178.0 $3.1M 0.00% +4K +16.7% $105.90 +0.5%
1010 FCF FIRST COMWLTH FINL CORP PA Financial Services 174,997.0 $3.1M 0.00% +52K +42.8% $17.58 +4.3%
1011 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 84,108.0 $3.1M 0.00% +4K +5.6% $36.35 +21.6%
1012 GNK GENCO SHIPPING & TRADING LTD Industrials 135,166.0 $3.0M 0.00% +3K +2.1% $22.55 +8.3%
1013 UVE UNIVERSAL INS HLDGS INC Financial Services 88,561.0 $3.0M 0.00% +3K +3.5% $34.16 +15.8%
1014 HTH HILLTOP HLDGS INC Financial Services 84,304.0 $3.0M 0.00% +29K +53.5% $35.82 +2.7%
1015 ROOT INC 68,050.0 $3.0M 0.00% +22K +49.1% $44.17
1016 IDT IDT CORP Communication Services 61,044.0 $3.0M 0.00% +11K +22.2% $49.10 +7.3%
1017 MANH MANHATTAN ASSOCIATES INC Technology 22,493.0 $3.0M 0.00% +962.0 +4.5% $133.12 +2.7%
1018 WIW WESTERN AST INFL LKD OPP & I Financial Services 353,195.0 $3.0M 0.00% +31K +9.7% $8.46 -0.2%
1019 FLOC FLOWCO HLDGS INC Energy 144,706.0 $3.0M 0.00% +75K +107.6% $20.60 +33.4%
1020 VGT VANGUARD WORLD FD 4,237.0 $3.0M 0.00% +2K +93.0% $697.73 -84.0%
Page 51 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%