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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 34 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DBX DROPBOX INC Technology 1,786,109.0 $40.6M 0.03% -38K -2.1% $22.72 +19.9%
662 FRT FEDERAL RLTY INVT TR NEW Real Estate 382,058.0 $40.6M 0.03% +334K +693.9% $106.21 +11.7%
663 CAH CARDINAL HEALTH INC Healthcare 191,943.0 $40.6M 0.03% -42K -18.0% $211.31 -5.1%
664 MFC MANULIFE FINL CORP Financial Services 1,175,854.0 $40.5M 0.03% +15K +1.3% $34.44 +13.4%
665 AFG AMERICAN FINANCIAL GROUP INC Financial Services 316,974.0 $40.5M 0.03% +258K +433.2% $127.71 +7.5%
666 UBER UBER TECHNOLOGIES INC Technology 562,303.0 $40.4M 0.03% -162K -22.3% $71.93 +3.7%
667 SM SM ENERGY COMPANY Energy 1,290,485.0 $40.2M 0.03% +544K +72.8% $31.18 +11.6%
668 NWN NORTHWEST NAT HLDG CO Utilities 755,910.0 $40.2M 0.03% -104K -12.0% $53.22 -6.4%
669 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 642,638.0 $40.1M 0.03% +27K +4.3% $62.42 +1.0%
670 FIBK FIRST INTST BANCSYSTEM INC Financial Services 1,197,557.0 $40.0M 0.03% +817K +214.9% $33.40 +5.4%
671 DOW DOW HLDGS INC Basic Materials 959,020.0 $39.9M 0.03% -19K -1.9% $41.65 -13.8%
672 EVEREST GROUP LTD 121,949.0 $39.9M 0.03% +62K +103.3% $326.85
673 ATEN A10 NETWORKS INC Technology 1,719,817.0 $39.8M 0.03% -744K -30.2% $23.12 +22.5%
674 SHW SHERWIN WILLIAMS CO Basic Materials 123,505.0 $39.6M 0.03% +38K +44.9% $320.55 -4.0%
675 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 1,689,442.0 $39.5M 0.03% +713K +73.0% $23.39 -1.6%
676 WIT WIPRO LTD Technology 18,557,277.0 $39.3M 0.03% +3.2M +20.9% $2.12 -7.1%
677 RLI RLI CORP Financial Services 688,318.0 $39.3M 0.03% +521K +311.6% $57.04 -7.7%
678 MELI MERCADOLIBRE INC Consumer Cyclical 22,656.0 $39.2M 0.03% +433.0 +1.9% $1729.02 -3.0%
679 CPK CHESAPEAKE UTILS CORP Utilities 309,029.0 $39.1M 0.03% -9K -2.7% $126.37 +0.5%
680 NIC NICOLET BANKSHARES INC Financial Services 262,124.0 $39.0M 0.03% -126K -32.5% $148.62 -4.2%
Page 34 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%