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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 20 of 132  ·  2,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NEM NEWMONT CORP Basic Materials 867,467.0 $86.6M 0.06% NEW $99.85 +10.0%
382 MDU MDU RES GROUP INC Industrials 4,436,521.0 $86.6M 0.06% NEW $19.52 +15.2%
383 ROAD CONSTRUCTION PARTNERS INC Industrials 794,762.0 $86.3M 0.06% NEW $108.55 +5.9%
384 PRDO PERDOCEO ED CORP Consumer Defensive 2,905,796.0 $85.2M 0.06% NEW $29.33 +18.2%
385 CWEN CLEARWAY ENERGY INC Utilities 2,558,768.0 $85.1M 0.06% NEW $33.26 +9.1%
386 HOMB HOME BANCSHARES INC Financial Services 3,060,888.0 $85.0M 0.06% NEW $27.78 -6.1%
387 PEGA PEGASYSTEMS INC Technology 1,418,576.0 $84.7M 0.06% NEW $59.72 -42.8%
388 WHD CACTUS INC Energy 1,839,336.0 $84.0M 0.06% NEW $45.68 +32.1%
389 ASTS AST SPACEMOBILE INC Technology 1,152,549.0 $83.7M 0.06% NEW $72.63 +21.3%
390 OFG OFG BANCORP Financial Services 2,040,331.0 $83.6M 0.06% NEW $40.98 +9.0%
391 PNR PENTAIR PLC Industrials 794,924.0 $82.8M 0.06% NEW $104.14 -29.5%
392 DRS LEONARDO DRS INC Industrials 2,411,211.0 $82.2M 0.06% NEW $34.09 +25.7%
393 CTRA COTERRA ENERGY INC Energy 3,119,570.0 $82.1M 0.06% NEW $26.32 +23.7%
394 TTAN SERVICETITAN INC Technology 768,152.0 $81.8M 0.06% NEW $106.50 -41.3%
395 NEE NEXTERA ENERGY INC Utilities 1,017,934.0 $81.7M 0.06% NEW $80.28 +16.3%
396 TOL TOLL BROTHERS INC Consumer Cyclical 603,053.0 $81.5M 0.06% NEW $135.22 -6.1%
397 EXACT SCIENCES CORP 802,119.0 $81.5M 0.06% NEW $101.56
398 CHE CHEMED CORP NEW Healthcare 189,601.0 $81.1M 0.06% NEW $427.86 +2.8%
399 ASTRAZENECA PLC 871,656.0 $80.1M 0.06% NEW $91.93
400 SLB SLB LIMITED Energy 2,085,993.0 $80.1M 0.06% NEW $38.38 +48.9%
Page 20 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%