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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 18 of 132  ·  2,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IESC IES HLDGS INC Industrials 248,738.0 $96.8M 0.07% NEW $389.02 +65.7%
342 DTE DTE ENERGY CO Utilities 746,808.0 $96.3M 0.07% NEW $128.98 +11.3%
343 TEL TE CONNECTIVITY PLC Technology 422,263.0 $96.1M 0.07% NEW $227.51 -13.7%
344 BCO BRINKS CO Industrials 819,381.0 $95.6M 0.07% NEW $116.73 -10.4%
345 FERG FERGUSON ENTERPRISES INC Industrials 428,304.0 $95.4M 0.07% NEW $222.63 -0.7%
346 CALM CAL MAINE FOODS INC Consumer Defensive 1,196,535.0 $95.2M 0.07% NEW $79.57 -0.5%
347 D DOMINION ENERGY INC Utilities 1,619,143.0 $94.9M 0.07% NEW $58.59 +16.7%
348 PSMT PRICESMART INC Consumer Defensive 772,596.0 $94.8M 0.07% NEW $122.67 +34.2%
349 CW CURTISS WRIGHT CORP Industrials 171,830.0 $94.7M 0.07% NEW $551.27 +27.7%
350 BB BLACKBERRY LTD Technology 24,991,652.0 $94.7M 0.07% NEW $3.79 +68.7%
351 A AGILENT TECHNOLOGIES INC Healthcare 695,957.0 $94.7M 0.07% NEW $136.07 -17.8%
352 CFR CULLEN FROST BANKERS INC Financial Services 744,009.0 $94.2M 0.07% NEW $126.63 +8.6%
353 OLED UNIVERSAL DISPLAY CORP Technology 806,454.0 $94.2M 0.07% NEW $116.78 -23.6%
354 ENTERGY CORP NEW 1,016,930.0 $94.0M 0.07% NEW $92.43
355 XMTR XOMETRY INC Industrials 1,576,075.0 $93.7M 0.07% NEW $59.47 +47.3%
356 MRCY MERCURY SYS INC Industrials 1,279,384.0 $93.4M 0.07% NEW $73.01 +27.8%
357 GHC GRAHAM HLDGS CO Consumer Defensive 84,923.0 $93.3M 0.07% NEW $1098.60 +1.1%
358 CADENCE BANK 2,171,915.0 $93.0M 0.07% NEW $42.84
359 RGA REINSURANCE GRP OF AMERICA I Financial Services 455,895.0 $92.8M 0.07% NEW $203.46 +4.9%
360 SWKS SKYWORKS SOLUTIONS INC Technology 1,462,546.0 $92.7M 0.07% NEW $63.41 +12.6%
Page 18 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%