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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 32 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 CM CANADIAN IMPERIAL BANK OF CO Financial Services 475,371.0 $45.0M 0.03% -87K -15.5% $94.75 +21.2%
622 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 154,214.0 $44.8M 0.03% +25K +19.1% $290.70 -12.6%
623 L LOEWS CORP Financial Services 419,635.0 $44.8M 0.03% +17K +4.3% $106.74 +2.3%
624 FLUTTER ENTMT PLC 437,448.0 $44.6M 0.03% -106K -19.6% $101.95
625 SYY SYSCO CORP Consumer Defensive 623,073.0 $44.4M 0.03% -87K -12.3% $71.33 +5.8%
626 COF CAPITAL ONE FINL CORP Financial Services 243,415.0 $44.4M 0.03% +144K +145.6% $182.43 +2.3%
627 IVZ INVESCO LTD Financial Services 1,824,137.0 $44.3M 0.03% -155K -7.8% $24.29 +11.1%
628 WPC WP CAREY INC Real Estate 650,197.0 $44.2M 0.03% +11K +1.8% $67.96 +10.4%
629 OTIS OTIS WORLDWIDE CORP Industrials 573,249.0 $44.2M 0.03% +80K +16.3% $77.08 -7.1%
630 VTR VENTAS INC Real Estate 538,773.0 $44.1M 0.03% +117K +27.7% $81.78 +8.3%
631 PBA PEMBINA PIPELINE CORP Energy 982,865.0 $44.0M 0.03% -185K -15.9% $44.76 +10.2%
632 HCA HCA HEALTHCARE INC Healthcare 92,334.0 $43.7M 0.03% -6K -5.9% $473.24 -17.0%
633 PLUS EPLUS INC Technology 579,047.0 $43.6M 0.03% +314K +118.2% $75.25 +10.2%
634 MAR MARRIOTT INTL INC NEW Consumer Cyclical 133,155.0 $43.6M 0.03% +71K +115.7% $327.07 +13.3%
635 BEN FRANKLIN RESOURCES INC Financial Services 1,841,664.0 $43.5M 0.03% -114K -5.8% $23.62 +30.7%
636 TSCO TRACTOR SUPPLY CO Consumer Cyclical 959,913.0 $43.5M 0.03% +157K +19.6% $45.30 -30.0%
637 KIM KIMCO REALTY CORP Real Estate 1,925,442.0 $43.3M 0.03% +1.6M +437.7% $22.47 +7.0%
638 MAA MID-AMER APT CMNTYS INC Real Estate 350,198.0 $42.8M 0.03% +11K +3.2% $122.12 +6.5%
639 BOKF BOK FINL CORP Financial Services 332,449.0 $42.6M 0.03% -109K -24.7% $128.06 +1.3%
640 SWX SOUTHWEST GAS HLDGS INC Utilities 489,729.0 $42.6M 0.03% -14K -2.7% $86.90 +3.2%
Page 32 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%