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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 64 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 GTES GATES INDL CORP PLC Industrials 313,372.0 $7.1M 0.01% +128K +68.8% $22.61 +6.5%
1262 REPX RILEY EXPLORATION PERMIAN IN Energy 193,512.0 $7.1M 0.01% +67K +53.0% $36.45 +6.4%
1263 ALK ALASKA AIR GROUP INC Industrials 191,504.0 $7.0M 0.01% -24K -11.1% $36.78 +11.7%
1264 LCID LUCID GROUP INC Consumer Cyclical 738,735.0 $7.0M 0.01% -42K -5.4% $9.53 -38.7%
1265 EFC ELLINGTON FINANCIAL INC Real Estate 593,740.0 $7.0M 0.01% +430K +263.7% $11.85 +14.5%
1266 LQD ISHARES TR 64,417.0 $7.0M 0.01% -2K -3.5% $108.99 -0.8%
1267 WSFS WSFS FINL CORP Financial Services 107,196.0 $7.0M 0.01% +16K +17.9% $65.46 +9.7%
1268 WST WEST PHARMACEUTICAL SVSC INC Healthcare 27,864.0 $7.0M 0.01% +13K +88.5% $250.64 +21.9%
1269 VIV TELEFONICA BRASIL SA Communication Services 438,340.0 $7.0M 0.01% -98K -18.3% $15.91 -11.2%
1270 MACH NATURAL RESOURCES LP 497,719.0 $7.0M 0.01% -41K -7.7% $14.00
1271 BSY BENTLEY SYS INC Technology 198,353.0 $7.0M 0.01% +27K +15.7% $35.12 -5.1%
1272 AFRM AFFIRM HLDGS INC Technology 151,910.0 $7.0M 0.01% -187K -55.2% $45.82 +46.6%
1273 RVMD REVOLUTION MEDICINES INC Healthcare 70,970.0 $6.9M 0.01% +32K +80.3% $97.25 +54.6%
1274 SXI STANDEX INTL CORP Industrials 26,994.0 $6.9M 0.01% -5K -15.1% $254.86 -0.4%
1275 CDRE CADRE HLDGS INC Industrials 223,898.0 $6.9M 0.01% +108K +92.6% $30.68 -2.7%
1276 TTC TORO CO Industrials 73,473.0 $6.9M 0.01% -17K -18.7% $93.44 -4.6%
1277 CHDN CHURCHILL DOWNS INC Consumer Cyclical 76,395.0 $6.9M 0.01% +49K +178.9% $89.83 -4.8%
1278 AMBA AMBARELLA INC Technology 132,938.0 $6.8M 0.01% -14K -9.3% $51.48 +62.5%
1279 SD SANDRIDGE ENERGY INC Energy 419,445.0 $6.8M 0.01% +91K +27.5% $16.31 -4.8%
1280 WABC WESTAMERICA BANCORPORATION Financial Services 130,982.0 $6.8M 0.01% +51K +64.1% $52.15 +6.3%
Page 64 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%