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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 40 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SRE SEMPRA Utilities 296,698.0 $28.8M 0.02% -372K -55.6% $97.17 -5.9%
782 HWKN HAWKINS INC Basic Materials 186,761.0 $28.7M 0.02% +2K +1.2% $153.60 -0.6%
783 INDB INDEPENDENT BK CORP MASS Financial Services 377,302.0 $28.4M 0.02% +7K +1.9% $75.21 +4.6%
784 LKQ LKQ CORP Consumer Cyclical 966,166.0 $28.4M 0.02% +424K +78.1% $29.37 -8.5%
785 BPOP POPULAR INC Financial Services 211,183.0 $28.3M 0.02% -100K -32.2% $134.17 +11.4%
786 EW EDWARDS LIFESCIENCES CORP Healthcare 352,315.0 $28.2M 0.02% +182K +106.9% $80.08 +3.9%
787 PH PARKER-HANNIFIN CORP Industrials 31,457.0 $28.2M 0.02% +931.0 +3.0% $895.24 -4.0%
788 LPLA LPL FINL HLDGS INC Financial Services 93,551.0 $28.1M 0.02% -5K -5.0% $300.83 -4.3%
789 FRME FIRST MERCHANTS CORP Financial Services 725,259.0 $28.1M 0.02% +10K +1.4% $38.73 +3.9%
790 DKNG DRAFTKINGS INC NEW Consumer Cyclical 1,277,892.0 $27.6M 0.02% -339K -21.0% $21.62 +17.5%
791 SPG SIMON PPTY GROUP INC NEW Real Estate 147,036.0 $27.4M 0.02% -16K -10.0% $186.53 +9.4%
792 TOST TOAST INC Technology 1,033,066.0 $27.4M 0.02% -187K -15.3% $26.51 -12.0%
793 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 395,478.0 $27.4M 0.02% -13K -3.3% $69.19 -6.2%
794 JBL JABIL INC Technology 101,679.0 $27.0M 0.02% -6K -5.8% $265.63 +34.2%
795 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 685,189.0 $27.0M 0.02% -29K -4.1% $39.39 -6.9%
796 HOOD ROBINHOOD MKTS INC Financial Services 388,073.0 $26.9M 0.02% -469K -54.7% $69.30 +9.6%
797 RDWR RADWARE LTD Technology 1,020,670.0 $26.9M 0.02% -542K -34.7% $26.32 +9.0%
798 WDS WOODSIDE ENERGY GROUP LTD Energy 1,119,202.0 $26.7M 0.02% +230K +25.8% $23.88 -4.7%
799 RMBS RAMBUS INC DEL Technology 307,244.0 $26.4M 0.02% +7K +2.4% $86.03 +55.2%
800 VICR VICOR CORP Technology 163,953.0 $26.4M 0.02% +31K +23.5% $161.00 +64.1%
Page 40 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%