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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 64 of 132  ·  2,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 STEP STEPSTONE GROUP INC Financial Services 107,411.0 $6.9M 0.01% NEW $64.17 -19.0%
1262 NHI NATIONAL HEALTH INVS INC Real Estate 90,045.0 $6.9M 0.01% NEW $76.37 +0.2%
1263 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 17,440.0 $6.9M 0.01% NEW $393.30 -18.6%
1264 U HAUL HOLDING COMPANY 146,517.0 $6.8M 0.01% NEW $46.74
1265 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 109,280.0 $6.8M 0.01% NEW $62.52 -7.0%
1266 PAY PAYMENTUS HOLDINGS INC Technology 216,078.0 $6.8M 0.01% NEW $31.59 -25.7%
1267 UPWK UPWORK INC Industrials 343,978.0 $6.8M 0.01% NEW $19.82 -56.3%
1268 ADEA ADEIA INC Technology 394,659.0 $6.8M 0.01% NEW $17.25 +52.8%
1269 IGM ISHARES TR 52,563.0 $6.8M 0.01% NEW $129.16 +20.6%
1270 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 88,228.0 $6.7M 0.01% NEW $76.23 -11.4%
1271 FISV FISERV INC Technology 99,994.0 $6.7M 0.01% NEW $67.17 -16.9%
1272 CMPR CIMPRESS PLC Communication Services 100,683.0 $6.7M 0.01% NEW $66.59 +42.9%
1273 ST SENSATA TECHNOLOGIES HLDG PL Technology 200,833.0 $6.7M 0.01% NEW $33.29 +43.4%
1274 RDNT RADNET INC Healthcare 93,359.0 $6.7M 0.01% NEW $71.35 -24.0%
1275 XPO XPO INC Industrials 48,459.0 $6.6M 0.01% NEW $135.91 +55.0%
1276 CLSK CLEANSPARK INC Technology 649,681.0 $6.6M 0.01% NEW $10.12 +55.7%
1277 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 81,962.0 $6.5M 0.01% NEW $79.82 +10.7%
1278 BSY BENTLEY SYS INC Technology 171,388.0 $6.5M 0.01% NEW $38.17 -12.6%
1279 VSEC VSE CORP Industrials 37,839.0 $6.5M 0.01% NEW $172.77 -1.3%
1280 IT GARTNER INC Technology 25,809.0 $6.5M 0.01% NEW $252.28 -37.7%
Page 64 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%