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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 54 of 132  ·  2,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 LMND LEMONADE INC Financial Services 156,427.0 $11.1M 0.01% NEW $71.18 -19.9%
1062 AVADEL PHARMACEUTICALS PLC 513,928.0 $11.1M 0.01% NEW $21.55
1063 BBAI BIGBEAR AI HLDGS INC Technology 2,049,261.0 $11.1M 0.01% NEW $5.40 -22.2%
1064 LAD LITHIA MTRS INC Consumer Cyclical 33,296.0 $11.1M 0.01% NEW $332.33 -17.4%
1065 CCK CROWN HLDGS INC Consumer Cyclical 107,159.0 $11.0M 0.01% NEW $102.97 -6.3%
1066 AMTM AMENTUM HOLDINGS INC Industrials 377,828.0 $11.0M 0.01% NEW $29.00 -20.1%
1067 SEI SOLARIS ENERGY INFRAS INC Energy 237,116.0 $10.9M 0.01% NEW $45.97 +55.4%
1068 MIRM MIRUM PHARMACEUTICALS INC Healthcare 137,700.0 $10.9M 0.01% NEW $78.99 +27.4%
1069 BLD TOPBUILD CORP Industrials 26,015.0 $10.9M 0.01% NEW $417.19 -1.4%
1070 FERROVIAL SE 166,986.0 $10.8M 0.01% NEW $64.86
1071 ALK ALASKA AIR GROUP INC Industrials 215,304.0 $10.8M 0.01% NEW $50.30 -18.3%
1072 WLK WESTLAKE CORPORATION Basic Materials 146,411.0 $10.8M 0.01% NEW $73.94 +19.7%
1073 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 60,802.0 $10.8M 0.01% NEW $177.44 -33.6%
1074 RLI RLI CORP Financial Services 167,222.0 $10.7M 0.01% NEW $63.98 -17.7%
1075 AMT AMERICAN TOWER CORP NEW Real Estate 60,703.0 $10.7M 0.01% NEW $175.57 +4.7%
1076 SERV SERVE ROBOTICS INC Industrials 1,022,459.0 $10.6M 0.01% NEW $10.38 -19.3%
1077 SU SUNCOR ENERGY INC NEW Energy 238,876.0 $10.6M 0.01% NEW $44.39 +52.8%
1078 ET ENERGY TRANSFER L P Energy 642,450.0 $10.6M 0.01% NEW $16.49 +21.3%
1079 LQDA LIQUIDIA CORPORATION Healthcare 306,957.0 $10.6M 0.01% NEW $34.49 +79.7%
1080 GTX GARRETT MOTION INC Consumer Cyclical 603,685.0 $10.5M 0.01% NEW $17.43 +90.6%
Page 54 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%