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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 49 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 ACMR ACM RESH INC Technology 373,987.0 $14.7M 0.01% +159K +73.7% $39.35 +81.9%
962 TTMI TTM TECHNOLOGIES INC Technology 150,896.0 $14.7M 0.01% -53K -26.1% $97.42 +73.8%
963 BROWN FORMAN CORP 553,560.0 $14.6M 0.01% +56K +11.3% $26.44
964 CACC CREDIT ACCEP CORP MICH Financial Services 34,223.0 $14.5M 0.01% $423.46 +29.2%
965 LASR NLIGHT INC Technology 253,492.0 $14.5M 0.01% -10K -3.8% $57.02 +34.0%
966 SBRA SABRA HEALTH CARE REIT INC Real Estate 750,633.0 $14.4M 0.01% +374K +99.4% $19.23 +9.5%
967 GTX GARRETT MOTION INC Consumer Cyclical 791,352.0 $14.4M 0.01% +188K +31.1% $18.17 +82.8%
968 KT KT CORP Communication Services 667,702.0 $14.3M 0.01% +533K +395.6% $21.45 -13.3%
969 GNRC GENERAC HLDGS INC Industrials 73,151.0 $14.3M 0.01% +17K +30.7% $195.33 +26.9%
970 POST POST HLDGS INC Consumer Defensive 144,426.0 $14.3M 0.01% -11K -7.2% $98.86 -1.4%
971 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 86,183.0 $14.2M 0.01% -52K -37.6% $165.14 +8.0%
972 CRBG COREBRIDGE FINL INC Financial Services 593,627.0 $14.2M 0.01% +206K +53.0% $23.86 +15.9%
973 SMCI SUPER MICRO COMPUTER INC Technology 620,539.0 $14.1M 0.01% -294K -32.1% $22.77 +46.9%
974 STANDARDAERO INC 544,989.0 $14.1M 0.01% +434K +389.8% $25.83
975 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 382,976.0 $14.1M 0.01% +78K +25.4% $36.75 +10.6%
976 SEI SOLARIS ENERGY INFRAS INC Energy 248,860.0 $14.1M 0.01% +12K +5.0% $56.51 +26.4%
977 MSCI MSCI INC Financial Services 26,046.0 $14.0M 0.01% +11K +73.7% $539.00 +8.0%
978 XLK SELECT SECTOR SPDR TR 105,376.0 $14.0M 0.01% +631.0 +0.6% $132.90 +34.4%
979 MIRM MIRUM PHARMACEUTICALS INC Healthcare 151,272.0 $14.0M 0.01% +14K +9.9% $92.38 +9.0%
980 CLVT CLARIVATE PLC Technology 5,522,601.0 $14.0M 0.01% +516K +10.3% $2.53 -4.3%
Page 49 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%