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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 43 of 49  ·  972 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 OEF ISHARES TR 2,454.0 $781K 0.00% -689.0 -21.9% $318.07 +16.0%
842 VBK VANGUARD INDEX FDS 2,558.0 $773K 0.00% -152.0 -5.6% $302.30 +12.2%
843 NAVI NAVIENT CORPORATION Financial Services 93,177.0 $762K 0.00% -156K -62.7% $8.18 +1.7%
844 FRAF FRANKLIN FINL SVCS CORP Financial Services 14,874.0 $760K 0.00% -216.0 -1.4% $51.08 +8.1%
845 WNEB WESTERN NEW ENG BANCORP INC Financial Services 58,425.0 $755K 0.00% -841.0 -1.4% $12.93 +1.9%
846 XLB SELECT SECTOR SPDR TR 15,050.0 $752K 0.00% -1K -8.4% $49.97 +0.2%
847 UAA UNDER ARMOUR INC Consumer Cyclical 126,638.0 $748K 0.00% -1.1M -89.8% $5.91 -14.8%
848 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 47,972.0 $740K 0.00% -10K -17.1% $15.42 +4.1%
849 XDEC FIRST TR EXCHNG TRADED FD VI 18,155.0 $732K 0.00% -2K -9.9% $40.31 +5.2%
850 WING WINGSTOP INC Consumer Cyclical 4,633.0 $718K 0.00% -75K -94.2% $154.97 -18.4%
851 SAIL SAILPOINT INC Technology 54,198.0 $718K 0.00% -126K -69.9% $13.24 +3.7%
852 BRO BROWN & BROWN INC Financial Services 10,964.0 $715K 0.00% -497.0 -4.3% $65.21 -13.2%
853 NWS NEWS CORP NEW Communication Services 24,856.0 $709K 0.00% -12K -31.7% $28.51 +4.9%
854 ST SENSATA TECHNOLOGIES HLDG PL Technology 19,962.0 $703K 0.00% -181K -90.1% $35.22 +37.3%
855 ROCK GIBRALTAR INDS INC Industrials 17,525.0 $699K -33K -65.6% $39.87 -10.2%
856 UE URBAN EDGE PPTYS Real Estate 34,952.0 $698K -46K -56.9% $19.98 +7.3%
857 BKLC BNY MELLON ETF TRUST 5,552.0 $693K -666.0 -10.7% $124.81 +13.3%
858 MYFW FIRST WESTN FINL INC Financial Services 27,912.0 $686K -222.0 -0.8% $24.58 +13.4%
859 FOUR SHIFT4 PMTS INC Technology 15,463.0 $676K -7K -31.7% $43.73 -2.7%
860 FBK FB FINL CORP Financial Services 12,824.0 $666K -12K -47.4% $51.94 -0.2%
Page 43 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%