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Portfolio (Quarterly) Guide ↗

FIRST TRUST ADVISORS LP

· CIK 0001125816
13F Portfolio $137.6B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2624 New
Page 39 of 132  ·  2,624 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 408,809.0 $28.8M 0.02% NEW $70.53 -8.0%
762 CNR CORE NATURAL RESOURCES INC Energy 325,418.0 $28.8M 0.02% NEW $88.51 -5.1%
763 GLOB GLOBANT S A Technology 439,560.0 $28.7M 0.02% NEW $65.37 -37.8%
764 CORPAY INC 95,385.0 $28.7M 0.02% NEW $300.93
765 USLM UNITED STS LIME & MINERALS I Basic Materials 238,921.0 $28.6M 0.02% NEW $119.74 -13.0%
766 PTC PTC INC Technology 163,537.0 $28.5M 0.02% NEW $174.21 -15.1%
767 BLOCK INC 437,687.0 $28.5M 0.02% NEW $65.09
768 KBR KBR INC Industrials 708,387.0 $28.5M 0.02% NEW $40.20 -20.1%
769 FCX FREEPORT-MCMORAN INC Basic Materials 560,623.0 $28.5M 0.02% NEW $50.79 +22.7%
770 ALB ALBEMARLE CORP Basic Materials 200,801.0 $28.4M 0.02% NEW $141.44 +20.1%
771 QRVO QORVO INC Technology 335,623.0 $28.4M 0.02% NEW $84.51 +16.9%
772 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 314,484.0 $28.3M 0.02% NEW $89.92 -5.0%
773 SNX TD SYNNEX CORPORATION Technology 186,544.0 $28.0M 0.02% NEW $150.23 +53.6%
774 SPGI S&P GLOBAL INC Financial Services 53,533.0 $28.0M 0.02% NEW $522.59 -20.2%
775 IWV ISHARES TR 71,474.0 $27.6M 0.02% NEW $386.85 +8.7%
776 SHW SHERWIN WILLIAMS CO Basic Materials 85,255.0 $27.6M 0.02% NEW $324.03 -5.0%
777 ONTO ONTO INNOVATION INC Technology 174,931.0 $27.6M 0.02% NEW $157.86 +65.6%
778 RMBS RAMBUS INC DEL Technology 300,156.0 $27.6M 0.02% NEW $91.89 +45.3%
779 LNG CHENIERE ENERGY INC Energy 141,524.0 $27.5M 0.02% NEW $194.39 +23.7%
780 GL GLOBE LIFE INC Financial Services 196,001.0 $27.4M 0.02% NEW $139.86 +12.0%
Page 39 of 132  ·  2,624 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 30.4%
Industrials 18.3%
Financial Services 15.9%
Consumer Cyclical 7.3%
Healthcare 7.0%
Communication Services 6.1%
Consumer Defensive 4.5%
Utilities 4.0%
Energy 3.8%
Basic Materials 1.6%