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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 64 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 PKX POSCO HOLDINGS INC Basic Materials 15,820.0 $925K 0.00% +9K +118.8% $58.49 +35.7%
1262 RCKY ROCKY BRANDS INC Consumer Cyclical 23,830.0 $923K 0.00% +138.0 +0.6% $38.72 -12.9%
1263 MUB ISHARES TR 8,680.0 $921K 0.00% +956.0 +12.4% $106.15 -0.1%
1264 ICL ICL GROUP LTD Basic Materials 177,986.0 $919K 0.00% +32K +21.8% $5.16 +24.1%
1265 FLY FIREFLY AEROSPACE INC Industrials 32,235.0 $918K 0.00% +2K +7.1% $28.47 +42.0%
1266 STNG SCORPIO TANKERS INC Energy 12,132.0 $906K 0.00% +5K +69.6% $74.66 +10.0%
1267 LPL LG DISPLAY CO LTD Technology 229,715.0 $891K 0.00% +132K +135.3% $3.88 +24.2%
1268 AMERICAN COASTAL INS CORP 79,082.0 $890K 0.00% +457.0 +0.6% $11.25
1269 BK TECHNOLOGIES CORPORATION 11,870.0 $886K 0.00% +69.0 +0.6% $74.63
1270 AMAL AMALGAMATED FINANCIAL CORP Financial Services 22,293.0 $867K 0.00% +685.0 +3.2% $38.87 +3.9%
1271 MTRN MATERION CORP Basic Materials 5,987.0 $866K 0.00% +4K +197.3% $144.65 +41.7%
1272 HFWA HERITAGE FINL CORP WASH Financial Services 33,264.0 $865K 0.00% +5K +17.1% $26.00 +0.1%
1273 PENG PENGUIN SOLUTIONS INC Technology 49,067.0 $864K 0.00% +35K +241.3% $17.60 +166.0%
1274 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 6,457.0 $862K 0.00% +464.0 +7.7% $133.46 +11.3%
1275 SIGA SIGA TECHNOLOGIES INC Healthcare 160,355.0 $858K 0.00% +5K +3.5% $5.35 -22.1%
1276 RNGR RANGER ENERGY SVCS INC Energy 49,915.0 $856K 0.00% +4K +9.5% $17.14 -4.0%
1277 PUK PRUDENTIAL PLC Financial Services 30,068.0 $855K 0.00% +4K +16.4% $28.43 +7.6%
1278 HDSN HUDSON TECHNOLOGIES INC Basic Materials 145,083.0 $853K 0.00% +3K +2.2% $5.88 -15.8%
1279 MG MISTRAS GROUP INC Industrials 57,210.0 $846K 0.00% +331.0 +0.6% $14.78 +15.0%
1280 ONITY GROUP INC 21,408.0 $841K 0.00% +1K +6.4% $39.27
Page 64 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%