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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 83 of 132  ·  2,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 URTH ISHARES INC 17,764.0 $3.3M 0.00% NEW $185.77 +8.8%
1642 ROOT INC 45,628.0 $3.3M 0.00% NEW $72.23
1643 DLX DELUXE CORP Communication Services 146,676.0 $3.3M 0.00% NEW $22.33 +5.6%
1644 NTST NETSTREIT CORP Real Estate 185,375.0 $3.3M 0.00% NEW $17.64 +16.9%
1645 SOURCE CAPITAL 71,417.0 $3.3M 0.00% NEW $45.76
1646 OCUL OCULAR THERAPEUTIX INC Healthcare 268,694.0 $3.3M 0.00% NEW $12.14 -32.3%
1647 AGYS AGILYSYS INC Technology 27,448.0 $3.3M 0.00% NEW $118.84 -33.1%
1648 HAFC HANMI FINL CORP Financial Services 120,120.0 $3.2M 0.00% NEW $27.03 +12.2%
1649 NAVI NAVIENT CORPORATION Financial Services 249,667.0 $3.2M 0.00% NEW $13.00 -35.8%
1650 MGNI MAGNITE INC Communication Services 199,872.0 $3.2M 0.00% NEW $16.23 -18.7%
1651 NBTB NBT BANCORP INC Financial Services 78,056.0 $3.2M 0.00% NEW $41.52 +10.5%
1652 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 214,816.0 $3.2M 0.00% NEW $15.08 -24.8%
1653 LKFN LAKELAND FINL CORP Financial Services 56,758.0 $3.2M 0.00% NEW $57.06 +5.5%
1654 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 79,630.0 $3.2M 0.00% NEW $40.54 +13.0%
1655 SCI SERVICE CORP INTL Consumer Cyclical 41,398.0 $3.2M 0.00% NEW $77.97 -0.6%
1656 NPK NATIONAL PRESTO INDS INC Industrials 30,048.0 $3.2M 0.00% NEW $106.76 +20.6%
1657 AGG ISHARES TR 32,078.0 $3.2M 0.00% NEW $99.88 -1.5%
1658 USAC USA COMPRESSION PARTNERS LP Energy 139,072.0 $3.2M 0.00% NEW $23.00 +29.0%
1659 HHH HOWARD HUGHES HOLDINGS INC Real Estate 40,091.0 $3.2M 0.00% NEW $79.77 -19.1%
1660 TRU TRANSUNION Industrials 37,226.0 $3.2M 0.00% NEW $85.75 -19.6%
Page 83 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%