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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 38 of 132  ·  2,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 DXC DXC TECHNOLOGY CO Technology 2,160,552.0 $31.7M 0.02% NEW $14.65 -37.9%
742 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 346,632.0 $31.6M 0.02% NEW $91.21 +1.5%
743 KMPR KEMPER CORP Financial Services 778,644.0 $31.6M 0.02% NEW $40.54 -28.1%
744 FIVN FIVE9 INC Technology 1,572,466.0 $31.5M 0.02% NEW $20.05 +7.3%
745 AMRC AMERESCO INC Industrials 1,066,571.0 $31.2M 0.02% NEW $29.29 +0.8%
746 ESNT ESSENT GROUP LTD Financial Services 476,622.0 $31.0M 0.02% NEW $65.01 -5.1%
747 WU WESTERN UN CO Financial Services 3,320,958.0 $30.9M 0.02% NEW $9.31 -8.9%
748 TEM TEMPUS AI INC Healthcare 521,029.0 $30.8M 0.02% NEW $59.05 -23.1%
749 UAL UNITED AIRLS HLDGS INC Industrials 272,811.0 $30.5M 0.02% NEW $111.82 -12.8%
750 FEDERATED HERMES INC 583,788.0 $30.4M 0.02% NEW $52.07
751 LULU LULULEMON ATHLETICA INC Consumer Cyclical 146,035.0 $30.3M 0.02% NEW $207.81 -40.8%
752 SPG SIMON PPTY GROUP INC NEW Real Estate 163,400.0 $30.2M 0.02% NEW $185.11 +9.7%
753 GLOBUS MED INC 344,579.0 $30.1M 0.02% NEW $87.31
754 WBS WEBSTER FINL CORP Financial Services 477,942.0 $30.1M 0.02% NEW $62.94 +15.9%
755 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 714,382.0 $29.8M 0.02% NEW $41.70 -12.7%
756 VIRT VIRTU FINL INC Financial Services 884,125.0 $29.5M 0.02% NEW $33.32 +61.5%
757 AMG AFFILIATED MANAGERS GROUP IN Financial Services 102,034.0 $29.4M 0.02% NEW $288.28 +4.4%
758 PLD PROLOGIS INC. Real Estate 228,672.0 $29.2M 0.02% NEW $127.66 +12.6%
759 GPN GLOBAL PMTS INC Industrials 376,229.0 $29.1M 0.02% NEW $77.40 -9.4%
760 NUE NUCOR CORP Basic Materials 177,898.0 $29.0M 0.02% NEW $163.11 +37.1%
Page 38 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%