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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 60 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 PLUG PLUG PWR INC Industrials 3,677,307.0 $8.3M 0.01% -1.4M -27.4% $2.26 +46.5%
1182 CMPR CIMPRESS PLC Communication Services 113,816.0 $8.3M 0.01% +13K +13.0% $73.00 +30.4%
1183 CPNG COUPANG INC Consumer Cyclical 440,062.0 $8.3M 0.01% -444K -50.2% $18.88 -16.7%
1184 VSEC VSE CORP Industrials 44,981.0 $8.3M 0.01% +7K +18.9% $184.40 -7.5%
1185 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 351,217.0 $8.3M 0.01% -53K -13.2% $23.56 -10.8%
1186 NVTS NAVITAS SEMICONDUCTOR CORP Technology 942,639.0 $8.3M 0.01% -134K -12.5% $8.77 +178.0%
1187 LGN LEGENCE CORP Industrials 146,358.0 $8.3M 0.01% +116K +383.4% $56.46 +45.1%
1188 ARI APOLLO COML REAL ESTATE FIN Real Estate 782,514.0 $8.3M 0.01% +146K +23.0% $10.56 +3.7%
1189 LII LENNOX INTL INC Industrials 17,800.0 $8.3M 0.01% -19K -51.9% $464.13 +3.5%
1190 ENVA ENOVA INTL INC Financial Services 60,799.0 $8.3M 0.01% -43K -41.5% $135.83 +18.5%
1191 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 89,275.0 $8.2M 0.01% +46K +108.2% $92.27 +20.3%
1192 PODD INSULET CORP Healthcare 39,134.0 $8.2M 0.01% -44K -52.8% $209.84 -25.4%
1193 AZZ AZZ INC Industrials 65,002.0 $8.1M 0.01% +14K +28.7% $125.13 +9.5%
1194 SERV SERVE ROBOTICS INC Industrials 958,853.0 $8.1M 0.01% -64K -6.2% $8.44 -0.7%
1195 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 476,447.0 $8.1M 0.01% +164K +52.5% $16.97 +14.2%
1196 UFPI UFP INDUSTRIES INC Basic Materials 87,696.0 $8.1M 0.01% +16K +23.1% $92.12 -13.2%
1197 B BARRICK MNG CORP Basic Materials 197,806.0 $8.1M 0.01% +50K +34.0% $40.84 +1.0%
1198 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 111,240.0 $8.1M 0.01% +5K +4.9% $72.55 +3.7%
1199 UEC URANIUM ENERGY CORP Energy 597,650.0 $8.1M 0.01% -87K -12.7% $13.50 -5.6%
1200 CELH CELSIUS HLDGS INC Consumer Defensive 226,373.0 $8.0M 0.01% -64K -22.1% $35.48 -16.3%
Page 60 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%