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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 12 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HPQ HP INC Technology 8,096,864.0 $155.5M 0.11% +2.6M +47.7% $19.21 +8.3%
222 PRU PRUDENTIAL FINL INC Financial Services 1,588,247.0 $155.2M 0.11% +432K +37.3% $97.69 +4.3%
223 LLY ELI LILLY & CO Healthcare 168,601.0 $155.1M 0.11% +1K +0.8% $919.77 +9.5%
224 ASB ASSOCIATED BANC-CORP Financial Services 5,971,227.0 $154.4M 0.11% +3.3M +127.6% $25.86 +6.3%
225 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 2,299,168.0 $154.2M 0.11% -336K -12.8% $67.07 +29.7%
226 ENS ENERSYS Industrials 887,407.0 $154.2M 0.11% -13K -1.4% $173.72 +36.4%
227 ECG EVERUS CONSTR GROUP Industrials 1,280,916.0 $151.2M 0.11% +671K +109.9% $118.06 +32.7%
228 TGT TARGET CORP Consumer Defensive 1,245,104.0 $150.9M 0.11% -104K -7.7% $121.20 +0.3%
229 ODFL OLD DOMINION FREIGHT LINE IN Industrials 770,853.0 $150.6M 0.11% -327K -29.8% $195.40 +4.0%
230 BA BOEING CO Industrials 755,537.0 $150.4M 0.11% +21K +2.9% $199.03 +10.8%
231 FITB FIFTH THIRD BANCORP Financial Services 3,230,858.0 $150.1M 0.11% +845K +35.4% $46.46 +1.9%
232 CTRA COTERRA ENERGY INC Energy 4,270,522.0 $150.1M 0.11% +1.2M +36.9% $35.14 -7.3%
233 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,280,793.0 $147.4M 0.10% -284K -11.1% $64.61 +45.3%
234 T AT&T INC Communication Services 4,966,883.0 $144.0M 0.10% -1.5M -23.5% $28.99 -17.1%
235 THG HANOVER INS GROUP INC Financial Services 827,320.0 $143.4M 0.10% +26K +3.2% $173.35 +12.3%
236 SEIC SEI INVTS CO Financial Services 1,822,669.0 $143.0M 0.10% +22K +1.2% $78.47 +15.4%
237 AOS SMITH A O CORP Industrials 2,168,894.0 $143.0M 0.10% +204K +10.4% $65.94 -14.0%
238 THOMSON REUTERS CORP 1,588,756.0 $143.0M 0.10% +397K +33.3% $89.98
239 UNP UNION PAC CORP Industrials 587,719.0 $142.6M 0.10% -393K -40.1% $242.62 +11.5%
240 SAIC SCIENCE APPLICATIONS INTL CO Technology 1,497,019.0 $142.1M 0.10% -415K -21.7% $94.92 -2.1%
Page 12 of 131  ·  2,602 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%