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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 21 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EMR EMERSON ELEC CO Industrials 630,502.0 $82.6M 0.06% +61K +10.7% $131.02 +0.9%
402 CHRD CHORD ENERGY CORPORATION Energy 579,920.0 $82.5M 0.06% +287K +98.2% $142.18 +5.3%
403 TOTALENERGIES SE 900,075.0 $82.3M 0.06% +19K +2.1% $91.46
404 TOL TOLL BROTHERS INC Consumer Cyclical 598,128.0 $81.6M 0.06% -5K -0.8% $136.47 -7.0%
405 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 43,247.0 $81.5M 0.06% +13K +44.7% $1884.66 +3.1%
406 LNT ALLIANT ENERGY CORP Utilities 1,133,023.0 $81.3M 0.06% -363K -24.3% $71.76 +0.5%
407 DTE DTE ENERGY CO Utilities 555,690.0 $81.3M 0.06% -191K -25.6% $146.22 -3.3%
408 XYL XYLEM INC Industrials 678,971.0 $81.1M 0.06% +19K +2.9% $119.50 -9.4%
409 AMKR AMKOR TECHNOLOGY INC Technology 1,793,537.0 $80.8M 0.06% -929K -34.1% $45.03 +45.5%
410 IPAR INTERPARFUMS INC Consumer Defensive 879,005.0 $79.8M 0.06% +142K +19.3% $90.84 -3.8%
411 FAF FIRST AMERN FINL CORP Financial Services 1,304,820.0 $78.7M 0.06% +684K +110.2% $60.29 +13.8%
412 ARGX ARGENX SE Healthcare 107,195.0 $78.3M 0.06% +53K +98.9% $730.25 +9.2%
413 TPR TAPESTRY INC Consumer Cyclical 553,303.0 $78.1M 0.06% +35K +6.8% $141.11 -7.0%
414 XEL XCEL ENERGY INC Utilities 981,419.0 $78.0M 0.06% -493K -33.5% $79.44 -1.7%
415 CVLT COMMVAULT SYS INC Technology 994,702.0 $77.5M 0.06% -542K -35.3% $77.89 +36.0%
416 ALG ALAMO GROUP INC Industrials 469,289.0 $77.4M 0.06% +24K +5.4% $164.97 -9.1%
417 AXS AXIS CAP HLDGS LTD Financial Services 762,988.0 $77.4M 0.06% -278K -26.7% $101.41 -1.3%
418 HUBS HUBSPOT INC Technology 316,015.0 $77.1M 0.06% -7K -2.2% $244.10 -14.6%
419 WTRG ESSENTIAL UTILS INC Utilities 1,911,611.0 $77.0M 0.06% -2.2M -53.9% $40.27 -7.5%
420 BCPC BALCHEM CORP Basic Materials 453,337.0 $76.8M 0.06% +181K +66.3% $169.48 -6.1%
Page 21 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%