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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 4 of 49  ·  972 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FNB F N B CORP Financial Services 10,978,635.0 $183.6M 0.13% -3.5M -24.1% $16.72 +2.7%
62 EXC EXELON CORP Utilities 3,641,027.0 $178.5M 0.13% -796K -17.9% $49.02 -10.8%
63 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 518,364.0 $175.2M 0.12% -117K -18.4% $337.95 +19.5%
64 EA ELECTRONIC ARTS INC Communication Services 853,542.0 $174.0M 0.12% -660K -43.6% $203.87 -1.6%
65 CIEN CIENA CORP Technology 436,945.0 $169.6M 0.12% -76K -14.7% $388.23 +41.6%
66 MCO MOODYS CORP Financial Services 388,309.0 $169.4M 0.12% -29K -7.0% $436.25 -1.2%
67 OTEX OPEN TEXT CORP Technology 7,369,594.0 $164.1M 0.12% -4.1M -35.9% $22.27 +3.8%
68 SNOW SNOWFLAKE INC Technology 1,052,771.0 $158.8M 0.11% -160K -13.2% $150.82 +4.9%
69 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 2,299,168.0 $154.2M 0.11% -336K -12.8% $67.07 +29.3%
70 ENS ENERSYS Industrials 887,407.0 $154.2M 0.11% -13K -1.4% $173.72 +33.8%
71 TGT TARGET CORP Consumer Defensive 1,245,104.0 $150.9M 0.11% -104K -7.7% $121.20 -0.7%
72 ODFL OLD DOMINION FREIGHT LINE IN Industrials 770,853.0 $150.6M 0.11% -327K -29.8% $195.40 +3.2%
73 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,280,793.0 $147.4M 0.10% -284K -11.1% $64.61 +46.4%
74 T AT&T INC Communication Services 4,966,883.0 $144.0M 0.10% -1.5M -23.5% $28.99 -17.0%
75 UNP UNION PAC CORP Industrials 587,719.0 $142.6M 0.10% -393K -40.1% $242.62 +11.4%
76 SAIC SCIENCE APPLICATIONS INTL CO Technology 1,497,019.0 $142.1M 0.10% -415K -21.7% $94.92 -2.5%
77 ONB OLD NATL BANCORP IND Financial Services 6,399,791.0 $141.4M 0.10% -789K -11.0% $22.10 +6.1%
78 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,023,552.0 $139.3M 0.10% -16K -1.6% $136.09 -7.6%
79 TMUS T-MOBILE US INC Communication Services 662,905.0 $139.2M 0.10% -284K -30.0% $210.03 -10.9%
80 YOU CLEAR SECURE INC Technology 2,857,379.0 $138.3M 0.10% -125K -4.2% $48.41 +21.1%
Page 4 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%