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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 30 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 BDX BECTON DICKINSON & CO Healthcare 314,434.0 $49.4M 0.04% +36K +12.9% $157.23 -8.7%
582 RSG REPUBLIC SVCS INC Industrials 225,623.0 $49.4M 0.04% -72K -24.3% $219.02 -1.8%
583 UAL UNITED AIRLS HLDGS INC Industrials 536,007.0 $49.4M 0.04% +263K +96.5% $92.07 +3.9%
584 SLM SLM CORP Financial Services 2,304,943.0 $49.3M 0.04% +1.4M +148.6% $21.41 +1.2%
585 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 2,329,337.0 $49.3M 0.04% +183K +8.5% $21.18 +0.3%
586 CHD CHURCH & DWIGHT CO INC Consumer Defensive 527,965.0 $49.3M 0.04% +83K +18.5% $93.32 +1.5%
587 HAL HALLIBURTON CO Energy 1,263,598.0 $49.3M 0.04% -44K -3.4% $38.99 +8.5%
588 BKH BLACK HILLS CORP Utilities 705,051.0 $48.9M 0.04% -24K -3.3% $69.41 +6.1%
589 AVB AVALONBAY CMNTYS INC Real Estate 298,424.0 $48.7M 0.04% +18K +6.4% $163.35 +11.9%
590 AZN ASTRAZENECA PLC Healthcare 247,584.0 $48.7M 0.04% NEW $196.87 -5.9%
591 KMB KIMBERLY-CLARK CORP Consumer Defensive 504,936.0 $48.7M 0.04% -25K -4.7% $96.47 -0.1%
592 TTAN SERVICETITAN INC Technology 766,310.0 $48.6M 0.04% $63.46 -3.7%
593 RIO RIO TINTO PLC Basic Materials 519,977.0 $48.5M 0.04% -44K -7.8% $93.29 +10.5%
594 SHEL SHELL PLC Energy 521,338.0 $48.5M 0.04% -116K -18.2% $93.00 -5.4%
595 DNOW DNOW INC Energy 4,065,728.0 $48.4M 0.04% +3.9M +2335.0% $11.91 +9.0%
596 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 7,304,064.0 $48.1M 0.03% +972K +15.4% $6.58 +46.4%
597 BNS BANK NOVA SCOTIA B C Financial Services 692,738.0 $48.0M 0.03% +31K +4.8% $69.32 +13.0%
598 CWEN CLEARWAY ENERGY INC Utilities 1,219,762.0 $47.9M 0.03% -1.3M -52.3% $39.29 -4.4%
599 OGS ONE GAS INC Utilities 552,351.0 $47.6M 0.03% -45K -7.6% $86.13 -4.2%
600 LEA LEAR CORP Consumer Cyclical 391,468.0 $47.4M 0.03% -114K -22.5% $121.08 +9.0%
Page 30 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%