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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 123 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 AXGN AXOGEN INC Healthcare 9,877.0 $327K NEW $33.13 +26.6%
2442 CTO CTO RLTY GROWTH INC NEW Real Estate 17,578.0 $325K -1K -7.4% $18.49 +8.1%
2443 VCR VANGUARD WORLD FD 904.0 $325K -249.0 -21.6% $359.03 +7.1%
2444 CRMT AMERICAS CAR-MART INC Consumer Cyclical 25,244.0 $321K +157.0 +0.6% $12.73 -13.3%
2445 AIRR FIRST TR EXCHANGE TRADED FD 2,901.0 $321K -976.0 -25.2% $110.76 +12.8%
2446 CX CEMEX SA EURO MTN BE 144A Basic Materials 27,919.0 $319K +10K +53.0% $11.44 +9.8%
2447 SPYD SPDR SERIES TRUST 6,958.0 $317K -264.0 -3.7% $45.52 +2.9%
2448 CSTM CONSTELLIUM SE Basic Materials 12,881.0 $317K NEW $24.58 +29.8%
2449 VTEB VANGUARD MUN BD FDS 6,325.0 $316K $49.89 -0.1%
2450 MEG MONTROSE ENVIRONMENTAL GROUP Industrials 14,385.0 $315K NEW $21.89 -27.3%
2451 MBWM MERCANTILE BK CORP Financial Services 6,206.0 $313K -287.0 -4.4% $50.50 -1.2%
2452 TFX TELEFLEX INCORPORATED Healthcare 2,616.0 $313K -161K -98.4% $119.61 +8.4%
2453 MYE MYERS INDS INC Consumer Cyclical 14,611.0 $309K +3K +29.9% $21.18 +4.4%
2454 LIBERTY MEDIA CORP DEL 3,958.0 $309K +1K +56.9% $78.08
2455 TBPH THERAVANCE BIOPHARMA INC Healthcare 18,959.0 $308K +3K +19.5% $16.23 -0.1%
2456 BAB INVESCO EXCH TRADED FD TR II 11,333.0 $306K +1K +10.3% $26.96 -1.9%
2457 ICLR ICON PLC Healthcare 2,760.0 $305K +401.0 +17.0% $110.66 +5.2%
2458 SXC SUNCOKE ENERGY INC Energy 46,499.0 $303K -11K -19.7% $6.51 +17.1%
2459 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 26,698.0 $301K NEW $11.28 +0.8%
2460 HBT HBT FINL INC. Financial Services 11,216.0 $300K -1K -10.3% $26.72 +1.4%
Page 123 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%