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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 61 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 NMAI NUVEEN MULTI ASSET INCOME FU Financial Services 112,821.0 $1.4M 0.00% +6K +5.3% $12.40 +13.7%
1202 BCS BARCLAYS PLC Financial Services 65,111.0 $1.4M 0.00% +4K +6.5% $21.16 +8.4%
1203 DHIL DIAMOND HILL INVT GROUP INC Financial Services 8,002.0 $1.4M 0.00% +49.0 +0.6% $172.10 +1.7%
1204 ATLANTA BRAVES HLDGS INC 32,015.0 $1.4M 0.00% +7K +30.2% $42.70
1205 LENNAR CORP 16,162.0 $1.4M 0.00% +9K +116.6% $84.12
1206 LOB LIVE OAK BANCSHARES INC Financial Services 40,975.0 $1.4M 0.00% +20K +98.1% $33.07 +7.5%
1207 NMRK NEWMARK GROUP INC Real Estate 89,847.0 $1.3M 0.00% +51K +131.1% $14.99 -4.1%
1208 NGS NATURAL GAS SVCS GROUP INC Energy 35,035.0 $1.3M 0.00% +207.0 +0.6% $37.74 +12.3%
1209 MTW MANITOWOC CO INC Industrials 112,797.0 $1.3M 0.00% +658.0 +0.6% $11.65 +4.7%
1210 ORN ORION GROUP HLDGS INC Industrials 120,534.0 $1.3M 0.00% +697.0 +0.6% $10.90 +38.0%
1211 BIT BLACKROCK MULTI SECTOR INC T Financial Services 104,586.0 $1.3M 0.00% +20K +23.2% $12.52 -1.8%
1212 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 582,830.0 $1.3M 0.00% +346K +146.0% $2.20 +82.7%
1213 KNG FIRST TR EXCHANGE-TRADED FD 26,273.0 $1.3M 0.00% +7K +33.8% $48.71 -0.1%
1214 RDY DR REDDYS LABS LTD Healthcare 91,982.0 $1.3M 0.00% +34K +60.0% $13.85 -1.7%
1215 UMH UMH PPTYS INC Real Estate 87,881.0 $1.3M 0.00% +77K +695.1% $14.43 +3.4%
1216 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 29,745.0 $1.3M 0.00% +175.0 +0.6% $42.23 +7.0%
1217 BN BROOKFIELD CORP Financial Services 30,650.0 $1.2M 0.00% +4K +15.5% $40.47 +11.3%
1218 TECK TECK RESOURCES LTD Basic Materials 23,598.0 $1.2M 0.00% +15K +167.1% $51.75 +18.5%
1219 MOV MOVADO GROUP INC Consumer Cyclical 49,883.0 $1.2M 0.00% +306.0 +0.6% $24.42 +10.4%
1220 PTLO PORTILLOS INC Consumer Cyclical 228,730.0 $1.2M 0.00% +1K +0.6% $5.29 -24.8%
Page 61 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%