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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 17 of 49  ·  972 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BOX BOX INC Technology 1,104,397.0 $26.1M 0.02% -61K -5.2% $23.64 +10.5%
322 AVAV AEROVIRONMENT INC Industrials 142,129.0 $26.0M 0.02% -5K -3.3% $183.05 -12.8%
323 RITM RITHM CAPITAL CORP Real Estate 2,731,999.0 $25.9M 0.02% -1.5M -35.3% $9.48 -5.4%
324 GLOBUS MED INC 299,924.0 $25.8M 0.02% -45K -13.0% $86.16
325 NOK NOKIA CORP Technology 3,188,859.0 $25.6M 0.02% -356K -10.1% $8.04 +69.3%
326 SBS COMPANHIA DE SANEAMENTO BASI Utilities 830,276.0 $25.3M 0.02% -309K -27.1% $30.51 -81.2%
327 VIRT VIRTU FINL INC Financial Services 571,853.0 $25.2M 0.02% -312K -35.3% $43.98 +26.3%
328 WBS WEBSTER FINL CORP Financial Services 356,232.0 $24.7M 0.02% -122K -25.5% $69.42 +3.3%
329 DE DEERE & CO Industrials 43,621.0 $24.6M 0.02% -10K -18.4% $563.30 -1.0%
330 COIN COINBASE GLOBAL INC Financial Services 140,161.0 $24.5M 0.02% -80K -36.4% $174.61 +7.6%
331 EXPD EXPEDITORS INTL WASH INC Industrials 168,606.0 $24.1M 0.02% -1.6M -90.5% $143.23 +8.0%
332 DHI D R HORTON INC Consumer Cyclical 175,657.0 $24.1M 0.02% -668K -79.2% $137.22 -2.2%
333 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 255,744.0 $24.0M 0.02% -7K -2.8% $93.87 +69.3%
334 KTB KONTOOR BRANDS INC Consumer Cyclical 340,050.0 $23.9M 0.02% -246K -42.0% $70.29 -10.2%
335 DXC DXC TECHNOLOGY CO Technology 1,890,649.0 $23.8M 0.02% -270K -12.5% $12.57 -26.1%
336 GL GLOBE LIFE INC Financial Services 170,017.0 $23.7M 0.02% -26K -13.3% $139.17 +11.9%
337 MKL MARKEL GROUP INC Financial Services 12,131.0 $23.2M 0.02% -11K -48.3% $1914.07 -3.6%
338 TMO THERMO FISHER SCIENTIFIC INC Healthcare 43,524.0 $21.4M 0.01% -27K -37.9% $491.53 -9.8%
339 BHF BRIGHTHOUSE FINL INC Financial Services 355,625.0 $21.3M 0.01% -384K -51.9% $59.88 +4.5%
340 FIVN FIVE9 INC Technology 1,403,371.0 $21.3M 0.01% -169K -10.8% $15.17 +38.1%
Page 17 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%