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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 67 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 KWR QUAKER HOUGHTON Basic Materials 5,122.0 $636K +218.0 +4.5% $124.23 +11.1%
1322 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 9,897.0 $616K +4K +66.9% $62.29 -0.2%
1323 EMLP FIRST TR EXCHANGE-TRADED FD 14,109.0 $616K +430.0 +3.1% $43.66 +0.8%
1324 TLS TELOS CORP MD Technology 146,773.0 $615K +18K +13.7% $4.19 +0.2%
1325 ONON ON HLDG AG Consumer Cyclical 17,701.0 $602K +11K +182.0% $34.02 +9.5%
1326 LEGH LEGACY HOUSING CORP Consumer Cyclical 28,886.0 $590K +174.0 +0.6% $20.43 +8.2%
1327 TNET TRINET GROUP INC Industrials 16,136.0 $588K +3K +24.9% $36.43 +11.2%
1328 IJH ISHARES TR 8,682.0 $586K +502.0 +6.1% $67.53 +6.8%
1329 CRCT CRICUT INC Technology 152,451.0 $570K +926.0 +0.6% $3.74 +5.1%
1330 NORTHPOINTE BANCSHARES INC. 32,905.0 $568K +312.0 +1.0% $17.26
1331 ITM VANECK ETF TRUST 12,121.0 $563K +1K +13.8% $46.43 -0.0%
1332 BCV BANCROFT FD LTD Financial Services 25,913.0 $558K +14K +114.4% $21.54 +13.5%
1333 CMCL CALEDONIA MNG CORP Basic Materials 24,559.0 $555K +4K +21.2% $22.59 +4.9%
1334 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 20,994.0 $549K +5K +28.9% $26.13 -13.0%
1335 HEICO CORP NEW 2,587.0 $546K +852.0 +49.1% $211.09
1336 NIO NIO INC Consumer Cyclical 90,278.0 $544K +22K +31.9% $6.03 +1.2%
1337 KINS KINGSTONE COS INC Financial Services 37,337.0 $544K +216.0 +0.6% $14.57 +4.0%
1338 WCN WASTE CONNECTIONS INC Industrials 3,317.0 $539K +682.0 +25.9% $162.45 -3.6%
1339 XENE XENON PHARMACEUTICALS INC Healthcare 9,133.0 $531K +3K +43.6% $58.15 -6.5%
1340 ESOA ENERGY SERVICES OF AMER CORP Industrials 39,394.0 $517K +440.0 +1.1% $13.13 +40.4%
Page 67 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%