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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 55 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 NWPX NWPX INFRASTRUCTURE INC Industrials 30,728.0 $2.4M 0.00% +338.0 +1.1% $77.86 +42.7%
1082 THQ ABRDN HEALTHCARE OPPORTUNITI Financial Services 141,958.0 $2.4M 0.00% +3K +2.2% $16.80 +10.4%
1083 NXE NEXGEN ENERGY LTD Energy 204,934.0 $2.4M 0.00% +179K +701.2% $11.60 -5.4%
1084 MTN VAIL RESORTS INC Consumer Cyclical 18,296.0 $2.3M 0.00% +4K +32.1% $128.32 -3.6%
1085 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 29,520.0 $2.3M 0.00% +272.0 +0.9% $79.33 -4.8%
1086 GLP GLOBAL PARTNERS LP Energy 55,496.0 $2.3M 0.00% +463.0 +0.8% $42.10 +16.2%
1087 MFG MIZUHO FINANCIAL GROUP INC Financial Services 294,055.0 $2.3M 0.00% +27K +10.3% $7.94 +5.7%
1088 RA BROOKFIELD REAL ASSETS INCOM Financial Services 181,293.0 $2.3M 0.00% +19K +12.0% $12.86 -2.5%
1089 TYL TYLER TECHNOLOGIES INC Technology 6,791.0 $2.3M 0.00% +326.0 +5.0% $342.38 -6.3%
1090 CSV CARRIAGE SVCS INC Consumer Cyclical 50,199.0 $2.3M 0.00% +422.0 +0.8% $45.66 -3.9%
1091 ENR ENERGIZER HLDGS INC Industrials 139,359.0 $2.3M 0.00% +66K +90.0% $16.42 +0.7%
1092 PLXS PLEXUS CORP Technology 11,276.0 $2.3M 0.00% +830.0 +8.0% $202.54 +27.8%
1093 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 86,818.0 $2.3M 0.00% +5K +5.6% $26.25 -8.6%
1094 NGG NATIONAL GRID PLC Utilities 26,665.0 $2.3M 0.00% +8K +44.1% $84.60 -0.9%
1095 HLMN HILLMAN SOLUTIONS CORP Industrials 270,453.0 $2.3M 0.00% +110K +69.1% $8.32 -13.7%
1096 DCOM DIME CMNTY BANCSHARES INC Financial Services 65,856.0 $2.2M 0.00% +21K +46.4% $33.82 +7.1%
1097 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 37,395.0 $2.2M 0.00% +22K +137.5% $59.27 -21.4%
1098 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 203,057.0 $2.2M 0.00% +61K +43.0% $10.91 +7.6%
1099 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 121,961.0 $2.2M 0.00% +12K +11.2% $18.15 +2.5%
1100 VWO VANGUARD INTL EQUITY INDEX F 40,903.0 $2.2M 0.00% +759.0 +1.9% $54.05 +7.1%
Page 55 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%