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Portfolio (Quarterly) Guide ↗

FIRST TRUST ADVISORS LP

· CIK 0001125816
13F Portfolio $137.6B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2624 New
Page 14 of 132  ·  2,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ES EVERSOURCE ENERGY Utilities 1,914,857.0 $128.9M 0.09% NEW $67.33 -0.2%
262 GIS GENERAL MLS INC Consumer Defensive 2,755,122.0 $128.1M 0.09% NEW $46.50 -29.1%
263 DELL DELL TECHNOLOGIES INC Technology 1,012,766.0 $127.5M 0.09% NEW $125.88 +92.3%
264 BRC BRADY CORP Industrials 1,620,931.0 $127.0M 0.09% NEW $78.37 +7.7%
265 C CITIGROUP INC Financial Services 1,087,460.0 $126.9M 0.09% NEW $116.69 +4.9%
266 INCY INCYTE CORP Healthcare 1,276,586.0 $126.1M 0.09% NEW $98.77 -3.5%
267 AAON AAON INC Industrials 1,649,114.0 $125.7M 0.09% NEW $76.25 +75.7%
268 NOW SERVICENOW INC Technology 812,616.0 $124.5M 0.09% NEW $153.19 -37.9%
269 MCK MCKESSON CORP Healthcare 151,054.0 $123.9M 0.09% NEW $820.29 -7.3%
270 HBAN HUNTINGTON BANCSHARES INC Financial Services 7,115,487.0 $123.5M 0.09% NEW $17.35 -11.2%
271 MSM MSC INDL DIRECT INC Industrials 1,466,697.0 $123.3M 0.09% NEW $84.10 +24.4%
272 DUK DUKE ENERGY CORP NEW Utilities 1,051,941.0 $123.3M 0.09% NEW $117.21 +3.2%
273 TU TELUS CORPORATION Communication Services 9,358,055.0 $123.3M 0.09% NEW $13.17 -7.3%
274 CBSH COMMERCE BANCSHARES INC Financial Services 2,352,406.0 $123.1M 0.09% NEW $52.34 -0.8%
275 WFRD WEATHERFORD INTL PLC Energy 1,565,813.0 $122.5M 0.09% NEW $78.26 +39.1%
276 HPQ HP INC Technology 5,482,291.0 $122.1M 0.09% NEW $22.28 -6.6%
277 KMI KINDER MORGAN INC DEL Energy 4,438,626.0 $122.0M 0.09% NEW $27.49 +22.3%
278 PNW PINNACLE WEST CAP CORP Utilities 1,371,150.0 $121.6M 0.09% NEW $88.70 +10.9%
279 DHI D R HORTON INC Consumer Cyclical 843,723.0 $121.5M 0.09% NEW $144.03 -6.0%
280 GGG GRACO INC Industrials 1,474,217.0 $120.8M 0.09% NEW $81.97 -7.6%
Page 14 of 132  ·  2,624 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 30.4%
Industrials 18.3%
Financial Services 15.9%
Consumer Cyclical 7.3%
Healthcare 7.0%
Communication Services 6.1%
Consumer Defensive 4.5%
Utilities 4.0%
Energy 3.8%
Basic Materials 1.6%