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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 36 of 132  ·  2,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 LZB LA Z BOY INC Consumer Cyclical 981,106.0 $36.6M 0.03% NEW $37.27 -7.3%
702 DT DYNATRACE INC Technology 843,002.0 $36.5M 0.03% NEW $43.34 -8.1%
703 GAP GAP INC Consumer Cyclical 1,422,203.0 $36.4M 0.03% NEW $25.60 -19.0%
704 CNI CANADIAN NATL RY CO Industrials 367,766.0 $36.4M 0.03% NEW $98.85 +13.1%
705 TPL TEXAS PACIFIC LAND CORPORATI Energy 126,558.0 $36.3M 0.03% NEW $287.22 +34.6%
706 SNY SANOFI SA Healthcare 749,955.0 $36.3M 0.03% NEW $48.46 -10.2%
707 MYRG MYR GROUP INC DEL Industrials 165,006.0 $36.1M 0.03% NEW $218.50 +105.9%
708 HCC WARRIOR MET COAL INC Energy 406,810.0 $35.9M 0.03% NEW $88.17 -2.9%
709 KTB KONTOOR BRANDS INC Consumer Cyclical 586,192.0 $35.8M 0.03% NEW $61.09 +5.2%
710 EPAM EPAM SYS INC Technology 174,534.0 $35.8M 0.03% NEW $204.88 -51.0%
711 MGEE MGE ENERGY INC Utilities 455,942.0 $35.8M 0.03% NEW $78.42 -4.4%
712 DEO DIAGEO PLC Consumer Defensive 414,068.0 $35.7M 0.03% NEW $86.27 -2.9%
713 FSLY FASTLY INC Technology 3,507,189.0 $35.7M 0.03% NEW $10.18 +64.1%
714 TXNM ENERGY INC 605,275.0 $35.6M 0.03% NEW $58.88
715 TSN TYSON FOODS INC Consumer Defensive 607,743.0 $35.6M 0.03% NEW $58.62 +13.7%
716 CNC CENTENE CORP DEL Healthcare 865,712.0 $35.6M 0.03% NEW $41.15 +41.5%
717 AVAV AEROVIRONMENT INC Industrials 147,022.0 $35.6M 0.03% NEW $241.89 -33.8%
718 DDS DILLARDS INC Consumer Cyclical 58,424.0 $35.4M 0.03% NEW $606.34 -12.6%
719 BX BLACKSTONE INC Financial Services 229,692.0 $35.4M 0.03% NEW $154.14 -25.9%
720 RPD RAPID7 INC Technology 2,326,056.0 $35.4M 0.03% NEW $15.20 -55.7%
Page 36 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%