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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 11 of 49  ·  972 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 OTTR OTTER TAIL CORP Utilities 606,504.0 $53.2M 0.04% -204K -25.2% $87.77 +0.0%
202 O REALTY INCOME CORP Real Estate 869,560.0 $53.2M 0.04% -24K -2.7% $61.18 -0.1%
203 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 2,313,492.0 $53.1M 0.04% -866K -27.2% $22.95 +2.5%
204 LITE LUMENTUM HLDGS INC Technology 73,828.0 $51.9M 0.04% -21K -22.3% $702.76 +38.1%
205 AVT AVNET INC Technology 838,487.0 $51.7M 0.04% -90K -9.7% $61.62 +35.2%
206 NJR NEW JERSEY RES CORP Utilities 925,204.0 $50.8M 0.04% -141K -13.2% $54.92 +4.4%
207 PSA PUBLIC STORAGE OPER CO Real Estate 187,415.0 $50.8M 0.04% -534K -74.0% $270.88 +8.0%
208 PB PROSPERITY BANCSHARES INC Financial Services 755,564.0 $50.8M 0.04% -145K -16.1% $67.18 -1.0%
209 OMF ONEMAIN HLDGS INC Financial Services 946,306.0 $50.6M 0.04% -98K -9.4% $53.49 +0.1%
210 AES AES CORP Utilities 3,584,382.0 $50.5M 0.04% -1.8M -33.3% $14.09 +3.1%
211 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 555,487.0 $50.1M 0.04% -133K -19.3% $90.11 +11.6%
212 WBD WARNER BROS DISCOVERY INC Communication Services 1,817,970.0 $49.9M 0.04% -606K -25.0% $27.46 -1.7%
213 CTVA CORTEVA INC Basic Materials 596,194.0 $49.9M 0.04% -466K -43.9% $83.71 -1.8%
214 DKS DICKS SPORTING GOODS INC Consumer Cyclical 251,179.0 $49.8M 0.04% -78K -23.8% $198.29 +9.2%
215 KVUE KENVUE INC Consumer Defensive 2,888,992.0 $49.8M 0.04% -455K -13.6% $17.24 -0.8%
216 SR SPIRE INC Utilities 547,637.0 $49.6M 0.04% -27K -4.7% $90.54 -5.6%
217 RSG REPUBLIC SVCS INC Industrials 225,623.0 $49.4M 0.04% -72K -24.3% $219.02 -4.9%
218 HAL HALLIBURTON CO Energy 1,263,598.0 $49.3M 0.04% -44K -3.4% $38.99 +7.1%
219 BKH BLACK HILLS CORP Utilities 705,051.0 $48.9M 0.04% -24K -3.3% $69.41 +6.6%
220 KMB KIMBERLY-CLARK CORP Consumer Defensive 504,936.0 $48.7M 0.04% -25K -4.7% $96.47 -0.6%
Page 11 of 49  ·  972 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%