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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 74 of 132  ·  2,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 SEADRILL LTD 131,188.0 $4.5M 0.00% NEW $34.60
1462 RALLIANT CORP 89,040.0 $4.5M 0.00% NEW $50.91
1463 SBCF SEACOAST BKG CORP FLA Financial Services 144,248.0 $4.5M 0.00% NEW $31.42 -2.5%
1464 LXP INDUSTRIAL TRUST 91,038.0 $4.5M 0.00% NEW $49.58
1465 TELEFONICA S A 1,113,624.0 $4.5M 0.00% NEW $4.05
1466 HP HELMERICH & PAYNE INC Energy 157,041.0 $4.5M 0.00% NEW $28.68 +38.1%
1467 BILL BILL HOLDINGS INC Technology 82,431.0 $4.5M 0.00% NEW $54.54 -33.2%
1468 CROX CROCS INC Consumer Cyclical 52,458.0 $4.5M 0.00% NEW $85.52 +27.4%
1469 NNN NNN REIT INC Real Estate 113,068.0 $4.5M 0.00% NEW $39.63 +13.5%
1470 IRM IRON MTN INC DEL Real Estate 53,683.0 $4.5M 0.00% NEW $82.95 +53.5%
1471 AEVA AEVA TECHNOLOGIES INC Consumer Cyclical 334,768.0 $4.4M 0.00% NEW $13.28 +61.8%
1472 STBA S & T BANCORP INC Financial Services 112,623.0 $4.4M 0.00% NEW $39.35 +14.3%
1473 KALU KAISER ALUMINUM CORP Basic Materials 38,552.0 $4.4M 0.00% NEW $114.86 +47.5%
1474 CHEF CHEFS WHSE INC Consumer Defensive 71,006.0 $4.4M 0.00% NEW $62.33 +25.3%
1475 MCY MERCURY GENL CORP NEW Financial Services 47,042.0 $4.4M 0.00% NEW $94.06 +8.8%
1476 ENTG ENTEGRIS INC Technology 52,324.0 $4.4M 0.00% NEW $84.25 +56.0%
1477 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 575,984.0 $4.4M 0.00% NEW $7.65 +23.3%
1478 XPRO EXPRO GROUP HOLDINGS NV Energy 329,622.0 $4.4M 0.00% NEW $13.35 +27.1%
1479 ACIW ACI WORLDWIDE INC Technology 91,786.0 $4.4M 0.00% NEW $47.81 -11.1%
1480 ETG EATON VANCE TX ADV GLBL DIV Financial Services 189,918.0 $4.4M 0.00% NEW $23.10 -1.7%
Page 74 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%