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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 17 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CFR CULLEN FROST BANKERS INC Financial Services 789,930.0 $108.3M 0.08% +46K +6.2% $137.08 +0.5%
322 PSTG EVERPURE INC Technology 1,829,643.0 $108.0M 0.08% -194K -9.6% $59.04 +47.9%
323 SNPS SYNOPSYS INC Technology 270,496.0 $107.2M 0.08% +86K +46.3% $396.48 +26.7%
324 ED CONSOLIDATED EDISON INC Utilities 947,533.0 $107.2M 0.08% -431K -31.2% $113.18 -6.9%
325 PAYC PAYCOM SOFTWARE INC Technology 881,881.0 $107.2M 0.08% -784K -47.0% $121.54 +12.1%
326 AMCOR PLC 2,683,095.0 $106.7M 0.08% NEW $39.75
327 OXY OCCIDENTAL PETE CORP Energy 1,636,367.0 $106.4M 0.08% +475K +41.0% $65.00 -8.3%
328 SOUTHSTATE BK CORP 1,149,303.0 $106.3M 0.08% +112K +10.8% $92.52
329 HWM HOWMET AEROSPACE INC Industrials 460,884.0 $106.2M 0.08% -49K -9.6% $230.46 +13.0%
330 AYI ACUITY INC Industrials 378,006.0 $105.9M 0.08% +92K +32.2% $280.22 +0.8%
331 PNR PENTAIR PLC Industrials 1,215,064.0 $105.8M 0.08% +420K +52.9% $87.11 -16.6%
332 NTRA NATERA INC Healthcare 528,798.0 $105.8M 0.08% +209K +65.4% $199.99 -6.8%
333 ALKS ALKERMES PLC Healthcare 2,968,785.0 $105.0M 0.07% +1.5M +104.2% $35.36 +6.0%
334 TPC TUTOR PERINI CORP Industrials 1,358,899.0 $104.9M 0.07% +335K +32.7% $77.19 +3.0%
335 KHC KRAFT HEINZ CO Consumer Defensive 4,642,722.0 $104.4M 0.07% +562K +13.8% $22.49 +1.9%
336 J JACOBS SOLUTIONS INC Industrials 820,040.0 $104.4M 0.07% +350K +74.4% $127.28 -13.2%
337 SIGI SELECTIVE INS GROUP INC Financial Services 1,381,867.0 $104.2M 0.07% +345K +33.3% $75.39 +17.0%
338 ULS UL SOLUTIONS INC Industrials 1,213,171.0 $104.0M 0.07% -198K -14.0% $85.71 +15.5%
339 FBP FIRST BANCORP CORPORATION Financial Services 4,862,288.0 $103.9M 0.07% +528K +12.2% $21.36 +9.0%
340 EQT EQT CORP Energy 1,618,371.0 $103.0M 0.07% +853K +111.3% $63.64 -11.7%
Page 17 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%