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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 8 of 49  ·  972 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XEL XCEL ENERGY INC Utilities 981,419.0 $78.0M 0.06% -493K -33.5% $79.44 -1.6%
142 CVLT COMMVAULT SYS INC Technology 994,702.0 $77.5M 0.06% -542K -35.3% $77.89 +36.3%
143 AXS AXIS CAP HLDGS LTD Financial Services 762,988.0 $77.4M 0.06% -278K -26.7% $101.41 -0.6%
144 HUBS HUBSPOT INC Technology 316,015.0 $77.1M 0.06% -7K -2.2% $244.10 -15.0%
145 WTRG ESSENTIAL UTILS INC Utilities 1,911,611.0 $77.0M 0.06% -2.2M -53.9% $40.27 -7.9%
146 AEE AMEREN CORP Utilities 698,237.0 $76.8M 0.06% -215K -23.6% $109.92 -3.5%
147 INTERNATIONAL BANCSHARES COR 1,137,572.0 $76.5M 0.06% -227K -16.6% $67.29
148 CMI CUMMINS INC Industrials 141,331.0 $76.0M 0.05% -401K -74.0% $538.02 +26.1%
149 CF CF INDUSTRIES HOLD Basic Materials 584,182.0 $75.9M 0.05% -71K -10.8% $129.84 -3.7%
150 RKLB ROCKET LAB CORP Industrials 1,180,079.0 $75.8M 0.05% -296K -20.1% $64.22 +101.1%
151 LNC LINCOLN NATL CORP IND Financial Services 2,128,355.0 $75.6M 0.05% -2.7M -55.5% $35.50 -1.3%
152 D DOMINION ENERGY INC Utilities 1,206,670.0 $74.6M 0.05% -412K -25.5% $61.82 +8.1%
153 PPL PPL CORP Utilities 1,933,270.0 $73.9M 0.05% -226K -10.5% $38.20 -8.9%
154 CMS CMS ENERGY CORP Utilities 947,185.0 $73.5M 0.05% -134K -12.4% $77.58 -7.2%
155 AIG AMERICAN INTL GROUP INC Financial Services 970,662.0 $73.0M 0.05% -256K -20.9% $75.25 +2.9%
156 NEE NEXTERA ENERGY INC Utilities 783,962.0 $72.8M 0.05% -234K -23.0% $92.88 -6.3%
157 ATKR ATKORE INC Industrials 1,226,840.0 $72.3M 0.05% -159K -11.5% $58.91 +26.7%
158 LECO LINCOLN ELEC HLDGS INC Industrials 288,476.0 $71.9M 0.05% -84K -22.6% $249.08 +4.7%
159 SO SOUTHERN CO Utilities 742,958.0 $71.7M 0.05% -77K -9.4% $96.52 -3.6%
160 CAG CONAGRA BRANDS INC Consumer Defensive 4,516,430.0 $71.0M 0.05% -508K -10.1% $15.72 -13.2%
Page 8 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%