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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 16 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SLB SLB LIMITED Energy 2,226,322.0 $114.4M 0.08% +140K +6.7% $51.39 +10.7%
302 CSW INDUSTRIALS INC 437,462.0 $114.0M 0.08% +55K +14.5% $260.58
303 PSMT PRICESMART INC Consumer Defensive 752,615.0 $113.3M 0.08% -20K -2.6% $150.50 +7.8%
304 ORI OLD REP INTL CORP Financial Services 2,823,545.0 $112.7M 0.08% +441K +18.5% $39.90 -0.3%
305 MTG MGIC INVT CORP WIS Financial Services 4,287,529.0 $112.5M 0.08% -322K -7.0% $26.25 -0.9%
306 ARM ARM HOLDINGS PLC Technology 740,398.0 $112.0M 0.08% -210K -22.1% $151.28 +41.7%
307 MSI MOTOROLA SOLUTIONS INC Technology 257,839.0 $111.9M 0.08% -505K -66.2% $433.97 -9.4%
308 MZTI MARZETTI COMPANY Consumer Defensive 803,707.0 $111.2M 0.08% +124K +18.2% $138.33 -19.2%
309 GS GOLDMAN SACHS GROUP INC Financial Services 131,076.0 $110.9M 0.08% -46K -26.0% $845.99 +9.6%
310 AGO ASSURED GUARANTY LTD Financial Services 1,356,635.0 $110.5M 0.08% -108K -7.3% $81.48 -5.0%
311 PRDO PERDOCEO ED CORP Consumer Defensive 2,970,195.0 $110.5M 0.08% +64K +2.2% $37.21 -6.7%
312 ZION ZIONS BANCORPORATION NATL AS Financial Services 1,917,826.0 $110.5M 0.08% +425K +28.5% $57.62 +3.4%
313 HYLS FIRST TR EXCHANGE-TRADED FD 2,700,445.0 $109.6M 0.08% -99K -3.5% $40.57 +0.3%
314 ZM ZOOM COMMUNICATIONS INC Technology 1,362,501.0 $109.5M 0.08% +37K +2.8% $80.39 +22.2%
315 ASTS AST SPACEMOBILE INC Technology 1,316,852.0 $109.1M 0.08% +164K +14.3% $82.87 +3.3%
316 LMAT LEMAITRE VASCULAR INC Healthcare 998,071.0 $109.0M 0.08% +58K +6.2% $109.17 -8.5%
317 ENTERGY CORP NEW 967,734.0 $108.7M 0.08% -49K -4.8% $112.36
318 EXEL EXELIXIS INC Healthcare 2,534,992.0 $108.7M 0.08% +970K +62.0% $42.89 +13.6%
319 ON ON SEMICONDUCTOR CORP Technology 1,753,874.0 $108.6M 0.08% -69K -3.8% $61.92 +74.8%
320 CAT CATERPILLAR INC Industrials 153,069.0 $108.4M 0.08% -104K -40.4% $708.46 +20.4%
Page 16 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%