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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 46 of 49  ·  972 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 OSBC OLD SECOND BANCORP INC DEL Financial Services 18,760.0 $378K -2K -10.3% $20.16 +2.9%
902 FMBH FIRST MID BANCSHARES INC Financial Services 8,940.0 $368K -929.0 -9.4% $41.19 +2.7%
903 BGH BARINGS GLOBAL SHORT DURATIO Financial Services 26,579.0 $363K -725.0 -2.7% $13.66 +3.3%
904 PII POLARIS INC Consumer Cyclical 6,657.0 $363K -378.0 -5.4% $54.50 +19.6%
905 SEALED AIR CORP NEW 8,539.0 $359K -169K -95.2% $42.05
906 MNTK MONTAUK RENEWABLES INC Utilities 311,950.0 $359K -26K -7.8% $1.15 +40.0%
907 DAKT DAKTRONICS INC Technology 18,222.0 $356K -483.0 -2.6% $19.55 -0.8%
908 COWZ PACER FDS TR 5,595.0 $350K -4K -44.0% $62.56 +0.4%
909 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 10,177.0 $349K -1K -12.1% $34.26 +11.6%
910 SMH VANECK ETF TRUST 890.0 $341K -177.0 -16.6% $383.43 +46.3%
911 NBN NORTHEAST BK PORTLAND ME Financial Services 3,016.0 $339K -354.0 -10.5% $112.37 +4.6%
912 AIR LEASE CORP 5,153.0 $335K -154K -96.8% $64.94
913 DYNF BLACKROCK ETF TRUST 5,713.0 $332K -843.0 -12.9% $58.18 +13.9%
914 MTUM ISHARES TR 1,376.0 $330K -23.0 -1.6% $240.03 +25.0%
915 CTO CTO RLTY GROWTH INC NEW Real Estate 17,578.0 $325K -1K -7.4% $18.49 +9.5%
916 VCR VANGUARD WORLD FD 904.0 $325K -249.0 -21.6% $359.03 +7.1%
917 AIRR FIRST TR EXCHANGE TRADED FD 2,901.0 $321K -976.0 -25.2% $110.76 +14.3%
918 SPYD SPDR SERIES TRUST 6,958.0 $317K -264.0 -3.7% $45.52 +1.9%
919 MBWM MERCANTILE BK CORP Financial Services 6,206.0 $313K -287.0 -4.4% $50.50 +0.2%
920 TFX TELEFLEX INCORPORATED Healthcare 2,616.0 $313K -161K -98.4% $119.61 +8.8%
Page 46 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%