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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 39 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 AEM AGNICO EAGLE MINES LTD Basic Materials 154,272.0 $31.3M 0.02% -7K -4.2% $202.97 -12.4%
762 UHS UNIVERSAL HLTH SVCS INC Healthcare 174,680.0 $31.3M 0.02% -16K -8.3% $178.97 -8.2%
763 HTO H2O AMERICA Utilities 531,987.0 $31.2M 0.02% +30K +5.9% $58.67 -1.9%
764 MEDP MEDPACE HLDGS INC Healthcare 64,677.0 $31.1M 0.02% -3K -4.4% $480.19 -10.4%
765 TECHNIPFMC PLC 447,790.0 $31.0M 0.02% +115K +34.4% $69.13
766 MGY MAGNOLIA OIL & GAS CORP Energy 976,356.0 $30.8M 0.02% +101K +11.6% $31.57 -7.4%
767 MDU MDU RES GROUP INC Industrials 1,481,593.0 $30.7M 0.02% -3.0M -66.6% $20.72 +5.4%
768 CDW CDW CORP Technology 249,618.0 $30.2M 0.02% +67K +36.4% $121.02 -11.7%
769 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 523,801.0 $30.2M 0.02% +139K +36.1% $57.58 +22.0%
770 CNQ CANADIAN NAT RES LTD MED TER Energy 618,454.0 $30.1M 0.02% +245K +65.8% $48.74 -0.1%
771 NUE NUCOR CORP Basic Materials 176,564.0 $29.9M 0.02% -1K -0.8% $169.10 +33.9%
772 BUNGE GLOBAL SA 233,846.0 $29.7M 0.02% -18K -7.3% $127.20
773 BLOCK INC 494,003.0 $29.7M 0.02% +56K +12.9% $60.18
774 RNR RENAISSANCERE HLDGS LTD Financial Services 99,963.0 $29.7M 0.02% -70K -41.3% $297.23 +2.0%
775 LVS LAS VEGAS SANDS CORP Consumer Cyclical 550,902.0 $29.7M 0.02% +183K +49.8% $53.88 -8.2%
776 BWA BORGWARNER INC Consumer Cyclical 544,485.0 $29.5M 0.02% +231K +73.8% $54.26 +17.1%
777 ANNALY CAPITAL MANAGEMENT IN 1,377,674.0 $29.1M 0.02% +699K +102.9% $21.15
778 AA ALCOA CORP Basic Materials 438,041.0 $29.1M 0.02% -48K -9.9% $66.33 -0.1%
779 RDN RADIAN GROUP INC Financial Services 876,078.0 $29.0M 0.02% -522K -37.3% $33.08 +13.7%
780 GDDY GODADDY INC Technology 349,861.0 $28.9M 0.02% -252K -41.8% $82.67 +10.8%
Page 39 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%