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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 54 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 37,576.0 $2.6M 0.00% +17K +80.5% $68.57 +8.0%
1062 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 76,470.0 $2.6M 0.00% +6K +8.9% $33.67 +1.7%
1063 ASH ASHLAND INC Basic Materials 46,032.0 $2.6M 0.00% +6K +14.1% $55.61 -1.7%
1064 ALV AUTOLIV INC Consumer Cyclical 24,237.0 $2.5M 0.00% +730.0 +3.1% $105.16 +9.9%
1065 FMNB FARMERS NATIONAL BANC CORP Financial Services 193,409.0 $2.5M 0.00% +59K +43.6% $13.16 +5.5%
1066 REXR REXFORD INDL RLTY INC Real Estate 76,973.0 $2.5M 0.00% +19K +32.5% $32.73 +7.8%
1067 GBDC GOLUB CAP BDC INC Financial Services 198,850.0 $2.5M 0.00% +75K +60.0% $12.66 +2.0%
1068 GAM GENERAL AMERN INVS CO INC Financial Services 42,898.0 $2.5M 0.00% +4K +10.1% $58.47 +7.9%
1069 FBNC FIRST BANCORP N C Financial Services 44,353.0 $2.5M 0.00% +16K +56.5% $56.35 +4.1%
1070 KOP KOPPERS HOLDINGS INC Basic Materials 64,141.0 $2.5M 0.00% +2K +2.9% $38.68 +4.4%
1071 MMSI MERIT MED SYS INC Healthcare 35,907.0 $2.5M 0.00% +30K +479.1% $68.93 -7.7%
1072 BAP CREDICORP LTD Financial Services 7,279.0 $2.5M 0.00% +4K +99.1% $339.18 -6.9%
1073 WDI WESTERN ASSET DIVERSIFIED IN Financial Services 181,772.0 $2.4M 0.00% +18K +11.0% $13.44 -0.7%
1074 WSR WHITESTONE REIT Real Estate 150,945.0 $2.4M 0.00% +849.0 +0.6% $16.15 +17.6%
1075 RHLD RESOLUTE HLDGS MGMT INC Industrials 14,971.0 $2.4M 0.00% +2K +11.8% $162.30 -32.7%
1076 ICFI ICF INTL INC Industrials 37,202.0 $2.4M 0.00% +6K +18.0% $65.29 -1.2%
1077 VHT VANGUARD WORLD FD 8,866.0 $2.4M 0.00% +2K +28.9% $272.32 +0.6%
1078 SUPN SUPERNUS PHARMACEUTICALS Healthcare 46,627.0 $2.4M 0.00% +17K +56.5% $51.69 -6.5%
1079 GNW GENWORTH FINL INC Financial Services 296,683.0 $2.4M 0.00% +100K +50.5% $8.12 +14.3%
1080 MOD MODINE MFG CO Consumer Cyclical 11,081.0 $2.4M 0.00% +1K +13.0% $216.71 +14.0%
Page 54 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%