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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 65 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 NATH NATHANS FAMOUS INC Consumer Cyclical 8,336.0 $840K 0.00% +60.0 +0.7% $100.73 +0.5%
1282 CRVL CORVEL CORP Financial Services 15,345.0 $839K 0.00% +1K +9.2% $54.65 +4.5%
1283 ATLO AMES NATL CORP Financial Services 29,683.0 $838K 0.00% +11K +62.8% $28.22 -1.1%
1284 TS TENARIS S A Energy 14,304.0 $832K 0.00% +8K +123.8% $58.18 +6.2%
1285 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 24,461.0 $823K 0.00% +4K +19.9% $33.65 +2.2%
1286 CANADIAN PACIFIC KANSAS CITY 10,336.0 $813K 0.00% +2K +26.8% $78.66
1287 NVMI NOVA LTD Technology 1,867.0 $811K 0.00% +499.0 +36.5% $434.28 +17.2%
1288 SSP SCRIPPS E W CO OHIO Communication Services 217,542.0 $809K 0.00% +1K +0.6% $3.72 -9.1%
1289 PBYI PUMA BIOTECHNOLOGY INC Healthcare 123,513.0 $789K 0.00% +713.0 +0.6% $6.39 +8.3%
1290 ASTRANA HEALTH INC 32,161.0 $789K 0.00% +6K +24.7% $24.52
1291 MUNI PIMCO ETF TR 15,097.0 $788K 0.00% +3K +27.1% $52.19 -0.3%
1292 TNK TEEKAY TANKERS LTD Energy 10,741.0 $788K 0.00% +4K +51.6% $73.32 +5.3%
1293 SPEM SPDR INDEX SHS FDS 16,771.0 $787K 0.00% +735.0 +4.6% $46.91 +8.6%
1294 REX REX AMERICAN RES CORP Basic Materials 17,051.0 $777K 0.00% +6K +52.6% $45.57 +9.9%
1295 KRT KARAT PACKAGING INC Consumer Cyclical 27,532.0 $769K 0.00% +187.0 +0.7% $27.92 -4.1%
1296 SCHF SCHWAB STRATEGIC TR 30,927.0 $765K 0.00% +6K +26.1% $24.75 +8.6%
1297 PANL PANGAEA LOGISTICS SOLUTION L Industrials 107,435.0 $761K 0.00% +622.0 +0.6% $7.08 +15.7%
1298 NCNO NCINO INC Technology 50,573.0 $758K 0.00% +14K +39.0% $14.98 -0.1%
1299 FLOTEK INDUSTRIES INC 43,748.0 $742K 0.00% +253.0 +0.6% $16.97
1300 GREIF INC 8,291.0 $726K 0.00% +929.0 +12.6% $87.54
Page 65 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%