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Portfolio (Quarterly) Guide ↗

FIRST TRUST ADVISORS LP

· CIK 0001125816
13F Portfolio $137.6B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2624 New
Page 116 of 132  ·  2,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2301 KRT KARAT PACKAGING INC Consumer Cyclical 27,345.0 $617K NEW $22.57 +19.8%
2302 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 6,044.0 $613K NEW $101.40 -32.6%
2303 TBCH TURTLE BEACH CORP Technology 43,458.0 $610K NEW $14.03 -22.9%
2304 UNFI UNITED NAT FOODS INC Consumer Defensive 18,071.0 $608K NEW $33.67 +49.8%
2305 BLACKROCK INCOME TR INC 54,594.0 $603K NEW $11.04
2306 POTLATCHDELTIC CORPORATION 15,118.0 $601K NEW $39.78
2307 OPBK OP BANCORP Financial Services 42,566.0 $601K NEW $14.12 -2.0%
2308 COWZ PACER FDS TR 9,984.0 $601K NEW $60.17 +4.9%
2309 CANADIAN PACIFIC KANSAS CITY 8,149.0 $600K NEW $73.63
2310 WTI W & T OFFSHORE INC Energy 362,423.0 $591K NEW $1.63 +209.5%
2311 SCHF SCHWAB STRATEGIC TR 24,522.0 $589K NEW $24.04 +11.0%
2312 VOD VODAFONE GROUP PLC NEW Communication Services 44,456.0 $587K NEW $13.21 +14.4%
2313 CUSHMAN AND WAKEFIELD LTD 36,243.0 $587K NEW $16.19
2314 DFEB FIRST TR EXCHNG TRADED FD VI 12,282.0 $586K NEW $47.72 +4.7%
2315 IMMR IMMERSION CORP Technology 86,080.0 $585K NEW $6.80 -10.7%
2316 HLIO HELIOS TECHNOLOGIES INC Industrials 10,928.0 $585K NEW $53.49 +41.0%
2317 NWL NEWELL BRANDS INC Consumer Defensive 156,072.0 $581K NEW $3.72 -3.6%
2318 JLS NUVEEN MORTGAGE AND INCOME F Financial Services 31,841.0 $579K NEW $18.19 +0.7%
2319 MNTK MONTAUK RENEWABLES INC Utilities 338,219.0 $565K NEW $1.67 -7.2%
2320 IYF ISHARES TR 4,368.0 $563K NEW $128.93 -5.4%
Page 116 of 132  ·  2,624 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 30.4%
Industrials 18.3%
Financial Services 15.9%
Consumer Cyclical 7.3%
Healthcare 7.0%
Communication Services 6.1%
Consumer Defensive 4.5%
Utilities 4.0%
Energy 3.8%
Basic Materials 1.6%