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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 57 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 PCOR PROCORE TECHNOLOGIES INC Technology 165,619.0 $9.4M 0.01% -14K -7.7% $57.00 -18.6%
1122 JHG JANUS HENDERSON GROUP PLC Financial Services 183,627.0 $9.4M 0.01% -596K -76.4% $51.37 +0.6%
1123 OHI OMEGA HEALTHCARE INVS INC Real Estate 215,188.0 $9.4M 0.01% +33K +18.0% $43.82 +10.1%
1124 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 757,157.0 $9.4M 0.01% +117K +18.2% $12.43 -0.1%
1125 EAT BRINKER INTL INC Consumer Cyclical 65,699.0 $9.4M 0.01% +42K +177.1% $142.77 -4.3%
1126 BOOT BOOT BARN HLDGS INC Consumer Cyclical 63,944.0 $9.4M 0.01% +19K +42.2% $146.36 +5.6%
1127 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 149,148.0 $9.4M 0.01% -89K -37.3% $62.70 +20.5%
1128 SMG SCOTTS MIRACLE-GRO CO Basic Materials 153,678.0 $9.3M 0.01% +123K +401.6% $60.81 -4.1%
1129 WSC WILLSCOT HLDGS CORP Industrials 538,176.0 $9.3M 0.01% +249K +85.8% $17.36 +36.9%
1130 CECO CECO ENVIRONMENTAL CORP Industrials 156,563.0 $9.3M 0.01% +4K +2.3% $59.58 +35.4%
1131 LYV LIVE NATION ENTERTAINMENT IN Communication Services 61,059.0 $9.3M 0.01% -1.1M -94.9% $152.51 +8.8%
1132 VSAT VIASAT INC Technology 203,053.0 $9.3M 0.01% +56K +37.7% $45.80 +64.3%
1133 PTCT PTC THERAPEUTICS INC Healthcare 136,003.0 $9.3M 0.01% -20K -12.6% $68.13 +4.2%
1134 PVH PVH CORPORATION Consumer Cyclical 132,823.0 $9.3M 0.01% +27K +25.0% $69.76 +21.4%
1135 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 87,858.0 $9.3M 0.01% +41K +89.1% $105.40 -4.3%
1136 KFY KORN FERRY Industrials 146,915.0 $9.2M 0.01% +35K +31.6% $62.95 +5.9%
1137 ESNT ESSENT GROUP LTD Financial Services 157,927.0 $9.2M 0.01% -319K -66.9% $58.44 +5.9%
1138 VENTURE GLOBAL INC 584,183.0 $9.2M 0.01% NEW $15.76
1139 DDS DILLARDS INC Consumer Cyclical 16,069.0 $9.2M 0.01% -42K -72.5% $572.11 -3.5%
1140 PERIMETER SOLUTIONS INC 376,401.0 $9.2M 0.01% -4K -0.9% $24.42
Page 57 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%