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Portfolio (Quarterly) Guide ↗

FIRST TRUST ADVISORS LP

· CIK 0001125816
13F Portfolio $140.0B AUM 2,882 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 119 New 1441 Added 972 Reduced 141 Exited
Page 6 of 6  ·  119 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FSM FORTUNA MNG CORP Basic Materials 21,314.0 $212K NEW $9.93 +4.0%
102 IYC ISHARES TR 2,097.0 $203K NEW $96.92 +3.5%
103 NESR NATIONAL ENERGY SERVICES REU Energy 9,460.0 $203K NEW $21.47 +21.1%
104 DJAN FIRST TR EXCHNG TRADED FD VI 4,771.0 $203K NEW $42.53 +6.1%
105 BBIN J P MORGAN EXCHANGE TRADED F 2,764.0 $202K NEW $73.11 +4.5%
106 VSNT VERSANT MEDIA GROUP INC Industrials 5,438.0 $201K NEW $37.02 +20.0%
107 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 2,059.0 $201K NEW $97.55 +7.5%
108 FIDELIS INSURANCE HOLDINGS L 10,398.0 $199K NEW $19.11
109 HNRG HALLADOR ENERGY COMPANY Energy 11,531.0 $188K NEW $16.28 +19.1%
110 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 16,146.0 $177K NEW $10.98 +2.3%
111 CENTRAIS ELET BRAS SA 13,122.0 $164K NEW $12.53
112 CALY CALLAWAY GOLF CO Consumer Cyclical 11,762.0 $163K NEW $13.88 +9.7%
113 SSL SASOL LTD Basic Materials 11,834.0 $153K NEW $12.96 +1.3%
114 EVN EATON VANCE MUN INCOME TR Financial Services 10,075.0 $105K NEW $10.41 +1.8%
115 NTSK NETSKOPE INC Technology 10,342.0 $88K NEW $8.49 +28.6%
116 QS QUANTUMSCAPE CORP Consumer Cyclical 12,072.0 $77K NEW $6.38 +34.8%
117 GROY GOLD ROYALTY CORP Basic Materials 11,968.0 $43K NEW $3.58 -0.6%
118 M-TRON INDS INC 10,011.0 $21K NEW $2.10
119 ALIT ALIGHT INC Technology 24,897.0 $15K NEW $0.58 +34.9%
Page 6 of 6  ·  119 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 27.0%
Industrials 20.2%
Financial Services 15.5%
Healthcare 7.8%
Consumer Cyclical 6.9%
Energy 5.9%
Communication Services 5.1%
Consumer Defensive 5.0%
Utilities 3.6%
Basic Materials 1.9%