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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 34 of 49  ·  972 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 UWMC UWM HOLDINGS CORPORATION Financial Services 812,854.0 $2.9M 0.00% -3.6M -81.6% $3.62 -20.2%
662 CAR AVIS BUDGET GROUP INC Industrials 20,170.0 $2.9M 0.00% -39K -65.8% $145.85 +0.2%
663 SFM SPROUTS FMRS MKT INC Consumer Defensive 38,072.0 $2.9M 0.00% -7K -16.4% $77.13 +17.6%
664 COLD AMERICOLD REALTY TRUST INC Real Estate 256,007.0 $2.9M 0.00% -33K -11.5% $11.46 +24.6%
665 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 104,549.0 $2.9M 0.00% -51K -32.7% $28.01 +6.8%
666 SEZL SEZZLE INC Financial Services 45,628.0 $2.9M 0.00% -32K -41.0% $63.29 +61.2%
667 TCBK TRICO BANCSHARES Financial Services 60,639.0 $2.9M 0.00% -627.0 -1.0% $47.54 +4.0%
668 QCRH QCR HLDGS INC Financial Services 33,700.0 $2.9M 0.00% -1K -3.5% $85.45 +2.8%
669 CAC CAMDEN NATL CORP Financial Services 60,195.0 $2.9M 0.00% -377.0 -0.6% $47.45 +0.9%
670 OMCL OMNICELL COM Healthcare 85,309.0 $2.8M 0.00% -46K -35.2% $33.38 +29.2%
671 SNCY SUN CTRY AIRLS HLDGS INC Industrials 171,030.0 $2.8M 0.00% -17K -9.2% $16.52 -2.1%
672 ADUS ADDUS HOMECARE CORP Healthcare 30,013.0 $2.8M 0.00% -6K -17.6% $93.65 -0.9%
673 STEL STELLAR BANCORP INC Financial Services 76,199.0 $2.8M 0.00% -3K -3.5% $36.61 +0.7%
674 KKR KKR & CO INC Financial Services 30,147.0 $2.8M 0.00% -3K -8.7% $92.50 +2.3%
675 CNO CNO FINL GROUP INC Financial Services 67,770.0 $2.8M 0.00% -441K -86.7% $41.06 +15.7%
676 CALX CALIX INC Technology 56,717.0 $2.8M 0.00% -36K -38.5% $48.99 -18.4%
677 MIR MIRION TECHNOLOGIES INC Industrials 146,993.0 $2.7M 0.00% -201K -57.8% $18.59 -3.2%
678 FIRST TR EXCH TRADED FD III 125,305.0 $2.7M 0.00% -19K -13.2% $21.70
679 LNN LINDSAY CORP Industrials 22,672.0 $2.7M 0.00% -174K -88.5% $119.07 -9.2%
680 SUN SUNOCO LP/SUNOCO FIN CORP Energy 40,503.0 $2.6M 0.00% -16K -28.2% $64.97 +8.7%
Page 34 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%