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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 53 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 GFS GLOBALFOUNDRIES INC Technology 264,837.0 $11.8M 0.01% +131K +97.3% $44.48 +82.9%
1042 RRX REGAL REXNORD CORPORATION Industrials 62,758.0 $11.8M 0.01% -10K -13.4% $187.26 +4.2%
1043 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 22,233.0 $11.6M 0.01% -3K -10.4% $523.47 -1.9%
1044 EXP EAGLE MATLS INC Basic Materials 61,389.0 $11.6M 0.01% +5K +8.8% $189.45 +5.1%
1045 CNH INDL N V 1,053,108.0 $11.6M 0.01% +497K +89.5% $11.00
1046 EEFT EURONET WORLDWIDE INC Technology 174,459.0 $11.6M 0.01% +4K +2.6% $66.37 +0.2%
1047 BSX BOSTON SCIENTIFIC CORP Healthcare 184,386.0 $11.6M 0.01% +53K +40.7% $62.75 -8.9%
1048 AUB ATLANTIC UN BANKSHARES CORP Financial Services 322,737.0 $11.5M 0.01% +51K +18.8% $35.74 +5.4%
1049 CVE CENOVUS ENERGY INC Energy 434,746.0 $11.5M 0.01% +189K +77.2% $26.53 +14.2%
1050 BELFB BEL FUSE INC Technology 58,028.0 $11.5M 0.01% +4K +6.7% $197.98 +31.5%
1051 INGRAM MICRO HLDG CORP 490,826.0 $11.4M 0.01% +292K +146.5% $23.31
1052 JLL JONES LANG LASALLE INC Real Estate 37,551.0 $11.4M 0.01% -8K -17.1% $304.32 -3.7%
1053 KGS KODIAK GAS SVCS INC Energy 195,759.0 $11.4M 0.01% +68K +53.5% $58.32 +24.1%
1054 KGC KINROSS GOLD CORP Basic Materials 371,866.0 $11.4M 0.01% -41K -10.0% $30.56 -6.2%
1055 ACI ALBERTSONS COS INC Consumer Defensive 662,807.0 $11.3M 0.01% -13K -1.9% $17.04 -4.5%
1056 LOAR LOAR HOLDINGS INC Industrials 196,841.0 $11.3M 0.01% -22K -10.1% $57.29 +9.2%
1057 CBT CABOT CORP Basic Materials 148,603.0 $11.2M 0.01% +55K +58.0% $75.31 +4.0%
1058 BBWI BATH & BODY WORKS INC Consumer Cyclical 596,754.0 $11.1M 0.01% +98K +19.7% $18.67 -7.2%
1059 URBN URBAN OUTFITTERS INC Consumer Cyclical 175,632.0 $11.1M 0.01% -9K -5.1% $63.35 +13.1%
1060 ENLIGHT RENEWABLE ENERGY LTD 164,134.0 $11.1M 0.01% -105K -39.1% $67.51
Page 53 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%