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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 48 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 FLNC FLUENCE ENERGY INC Utilities 1,131,468.0 $15.6M 0.01% +403K +55.4% $13.76 +46.7%
942 AMG AFFILIATED MANAGERS GROUP Financial Services 56,242.0 $15.6M 0.01% -46K -44.9% $276.70 +9.4%
943 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 181,517.0 $15.5M 0.01% -46K -20.3% $85.66 +10.5%
944 OII OCEANEERING INTL INC Energy 435,176.0 $15.4M 0.01% -127K -22.6% $35.47 +8.5%
945 WCC WESCO INTL INC Industrials 56,234.0 $15.4M 0.01% -4K -6.3% $273.62 +27.9%
946 SKYW SKYWEST INC Industrials 167,518.0 $15.4M 0.01% +93K +125.8% $91.83 -9.3%
947 SPGI S&P GLOBAL INC Financial Services 35,919.0 $15.3M 0.01% -18K -32.9% $425.34 -2.0%
948 CCK CROWN HLDGS INC Consumer Cyclical 151,923.0 $15.2M 0.01% +45K +41.8% $100.25 -3.8%
949 TPG TPG INC Financial Services 375,675.0 $15.2M 0.01% -462K -55.2% $40.51 +0.4%
950 FIRST HAWAIIAN INC 615,294.0 $15.2M 0.01% -121K -16.5% $24.64
951 AGNC AGNC INVT CORP Real Estate 1,508,916.0 $15.1M 0.01% +1.5M +10000.0% $10.03 +2.3%
952 XPO XPO INC Industrials 77,785.0 $15.1M 0.01% +29K +60.5% $194.55 +8.3%
953 BP BP PLC Energy 319,570.0 $15.0M 0.01% +171K +115.2% $47.00 -4.5%
954 LOGI LOGITECH INTL S A Technology 164,736.0 $15.0M 0.01% +45K +37.3% $91.15 +16.1%
955 IPGP IPG PHOTONICS CORP Technology 130,492.0 $15.0M 0.01% NEW $114.59 +5.2%
956 SYK STRYKER CORPORATION Healthcare 45,377.0 $14.9M 0.01% $328.59 -2.2%
957 HAMILTON INSURANCE GROUP LTD 499,266.0 $14.9M 0.01% +48K +10.6% $29.83
958 DRI DARDEN RESTAURANTS INC Consumer Cyclical 75,825.0 $14.9M 0.01% -17K -18.0% $196.04 +0.5%
959 SPOT SPOTIFY TECHNOLOGY S A Communication Services 30,529.0 $14.8M 0.01% +10K +48.3% $484.91 -10.6%
960 FLEX FLEXTRONICS INTL LTD Technology 225,563.0 $14.8M 0.01% +83K +58.3% $65.46 +100.2%
Page 48 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%