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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 13 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ONB OLD NATL BANCORP IND Financial Services 6,399,791.0 $141.4M 0.10% -789K -11.0% $22.10 +5.4%
242 INCY INCYTE CORP Healthcare 1,500,792.0 $141.3M 0.10% +224K +17.6% $94.12 +1.3%
243 CW CURTISS WRIGHT CORP Industrials 206,021.0 $140.3M 0.10% +34K +19.9% $681.12 +4.6%
244 SHOP SHOPIFY INC Technology 1,177,120.0 $139.6M 0.10% +197K +20.0% $118.62 -15.5%
245 OZK BANK OZK LITTLE ROCK ARK Financial Services 3,036,101.0 $139.3M 0.10% +134K +4.6% $45.89 +1.8%
246 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,023,552.0 $139.3M 0.10% -16K -1.6% $136.09 -8.3%
247 TMUS T-MOBILE US INC Communication Services 662,905.0 $139.2M 0.10% -284K -30.0% $210.03 -11.8%
248 YOU CLEAR SECURE INC Technology 2,857,379.0 $138.3M 0.10% -125K -4.2% $48.41 +21.6%
249 CDNS CADENCE DESIGN SYSTEM INC Technology 497,625.0 $138.3M 0.10% -104K -17.3% $277.87 +24.5%
250 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 3,078,224.0 $138.0M 0.10% -226K -6.8% $44.84 +7.2%
251 AIZ ASSURANT INC Financial Services 632,896.0 $137.9M 0.10% +53K +9.2% $217.81 +18.5%
252 FANG DIAMONDBACK ENERGY INC Energy 692,625.0 $137.0M 0.10% +263K +61.3% $197.79 +2.9%
253 VRTX VERTEX PHARMACEUTICALS INC Healthcare 306,461.0 $136.8M 0.10% +105K +52.2% $446.54 -2.1%
254 BLK BLACKROCK INC Financial Services 142,210.0 $136.8M 0.10% -82K -36.7% $961.71 +12.5%
255 C CITIGROUP INC Financial Services 1,202,559.0 $136.4M 0.10% +115K +10.6% $113.41 +7.9%
256 MET METLIFE INC Financial Services 1,927,084.0 $136.3M 0.10% +84K +4.6% $70.72 +12.8%
257 DELL DELL TECHNOLOGIES INC Technology 827,097.0 $135.8M 0.10% -186K -18.3% $164.13 +47.5%
258 BRC BRADY CORP Industrials 1,668,027.0 $135.5M 0.10% +47K +2.9% $81.24 +3.9%
259 DLB DOLBY LABORATORIES INC Technology 2,254,933.0 $135.4M 0.10% +374K +19.9% $60.06 -9.7%
260 NOV NOV INC Energy 7,192,735.0 $135.3M 0.10% +159K +2.3% $18.81 +8.3%
Page 13 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%