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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 35 of 49  ·  972 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 HOLOGIC INC 34,292.0 $2.6M 0.00% -190K -84.7% $75.59
682 CNK CINEMARK HLDGS INC Communication Services 90,671.0 $2.6M 0.00% -65K -41.8% $28.52 -5.9%
683 LYG LLOYDS BANKING GROUP PLC Financial Services 512,729.0 $2.6M 0.00% -14K -2.7% $5.03 +0.4%
684 CQP CHENIERE ENERGY PARTNERS L P Energy 39,574.0 $2.6M 0.00% -4K -9.1% $64.63 -1.7%
685 CG CARLYLE GROUP INC Financial Services 52,780.0 $2.6M 0.00% -165K -75.8% $48.39 -3.7%
686 KALU KAISER ALUMINIUM CORPORATION Basic Materials 21,033.0 $2.5M 0.00% -18K -45.4% $120.51 +40.5%
687 BBSI BARRETT BUSINESS SVCS INC Industrials 86,518.0 $2.5M 0.00% -46K -34.9% $29.18 +7.5%
688 MSGE SPHERE ENTERTAINMENT CO Communication Services 21,369.0 $2.5M 0.00% -16K -43.6% $117.40 -41.8%
689 ORRF ORRSTOWN FINL SVCS INC Financial Services 69,088.0 $2.5M 0.00% -423.0 -0.6% $36.08 -2.5%
690 JBLU JETBLUE AIRWAYS CORP Industrials 562,294.0 $2.5M 0.00% -86K -13.3% $4.42 +3.6%
691 ENVX ENOVIX CORPORATION Industrials 476,903.0 $2.5M 0.00% -352K -42.4% $5.18 +18.0%
692 OUSTER INC 132,709.0 $2.4M 0.00% -116K -46.6% $18.37
693 ARRY ARRAY TECHNOLOGIES INC Energy 335,488.0 $2.4M 0.00% -28K -7.7% $7.23 +16.9%
694 HNI HNI CORP Industrials 72,498.0 $2.4M 0.00% -19K -20.8% $33.39 -10.5%
695 WEN WENDYS CO Consumer Cyclical 348,246.0 $2.4M 0.00% -304K -46.6% $6.95 +15.4%
696 EBC EASTERN BANKSHARES INC Financial Services 118,627.0 $2.3M 0.00% -7K -5.7% $19.56 -1.9%
697 VGK VANGUARD INTL EQUITY INDEX F 27,792.0 $2.3M 0.00% -654.0 -2.3% $82.43 +5.7%
698 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 407,016.0 $2.3M 0.00% -169K -29.3% $5.58 +67.4%
699 SDY SPDR SERIES TRUST 15,487.0 $2.3M 0.00% -6K -27.1% $145.94 +1.3%
700 FUTU FUTU HLDGS LTD Financial Services 16,465.0 $2.3M 0.00% -13K -43.2% $136.76 -1.6%
Page 35 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%