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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 13 of 49  ·  972 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HCA HCA HEALTHCARE INC Healthcare 92,334.0 $43.7M 0.03% -6K -5.9% $473.24 -10.6%
242 BEN FRANKLIN RESOURCES INC Financial Services 1,841,664.0 $43.5M 0.03% -114K -5.8% $23.62 +35.4%
243 BOKF BOK FINL CORP Financial Services 332,449.0 $42.6M 0.03% -109K -24.7% $128.06 -0.2%
244 SWX SOUTHWEST GAS HLDGS INC Utilities 489,729.0 $42.6M 0.03% -14K -2.7% $86.90 +0.9%
245 DOCU DOCUSIGN INC Technology 895,634.0 $42.5M 0.03% -41K -4.4% $47.41 +0.6%
246 NSC NORFOLK SOUTHN CORP Industrials 147,096.0 $42.2M 0.03% -11K -7.0% $287.00 +10.1%
247 CSL CARLISLE COS INC Industrials 126,224.0 $42.1M 0.03% -40K -23.9% $333.62 -0.8%
248 NWE NORTHWESTERN ENERGY GROUP IN Utilities 629,994.0 $41.5M 0.03% -20K -3.1% $65.94 +6.5%
249 UNH UNITEDHEALTH GROUP INC Healthcare 153,501.0 $41.5M 0.03% -25K -14.1% $270.59 +45.6%
250 REGCO REGENCY CTRS CORP Real Estate 547,897.0 $41.5M 0.03% -52K -8.7% $75.66 -70.3%
251 AVA AVISTA CORP Utilities 1,030,804.0 $41.4M 0.03% -9K -0.8% $40.14 +2.6%
252 SFBS SERVISFIRST BANCSHARES INC Financial Services 562,559.0 $41.0M 0.03% -9K -1.6% $72.83 +3.0%
253 TER TERADYNE INC Technology 137,967.0 $40.9M 0.03% -194K -58.5% $296.46 +14.0%
254 COHR COHERENT CORP Technology 171,176.0 $40.8M 0.03% -190K -52.6% $238.21 +52.3%
255 ENB ENBRIDGE INC Energy 751,228.0 $40.7M 0.03% -34K -4.4% $54.14 +2.2%
256 DBX DROPBOX INC Technology 1,786,109.0 $40.6M 0.03% -38K -2.1% $22.72 +18.0%
257 CAH CARDINAL HEALTH INC Healthcare 191,943.0 $40.6M 0.03% -42K -18.0% $211.31 -5.5%
258 UBER UBER TECHNOLOGIES INC Technology 562,303.0 $40.4M 0.03% -162K -22.3% $71.93 +4.4%
259 NWN NORTHWEST NAT HLDG CO Utilities 755,910.0 $40.2M 0.03% -104K -12.0% $53.22 -9.0%
260 DOW DOW HLDGS INC Basic Materials 959,020.0 $39.9M 0.03% -19K -1.9% $41.65 -7.0%
Page 13 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%