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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 21 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MKC MCCORMICK & CO INC Consumer Defensive 754,816.0 $38.1M 0.03% +122K +19.2% $50.44 -6.9%
402 FLS FLOWSERVE CORP Industrials 511,054.0 $37.6M 0.03% +125K +32.2% $73.51 -8.7%
403 CRH PLC 355,255.0 $37.3M 0.03% +194K +120.4% $105.12
404 HESM HESS MIDSTREAM LP Energy 959,321.0 $37.3M 0.03% +248K +34.9% $38.87 +3.7%
405 ARW ARROW ELECTRS INC Technology 259,982.0 $37.3M 0.03% +56K +27.8% $143.41 +48.3%
406 CNX CNX RES CORP Energy 965,371.0 $37.2M 0.03% +435K +81.9% $38.55 -5.5%
407 WES WESTERN MIDSTREAM PARTNERS L Energy 902,585.0 $37.2M 0.03% +253K +39.0% $41.17 +13.3%
408 SNY SANOFI SA Healthcare 767,835.0 $37.0M 0.03% +18K +2.4% $48.18 -7.5%
409 BR BROADRIDGE FINL SOLUTIONS IN Technology 227,485.0 $37.0M 0.03% +7K +3.0% $162.48 -8.0%
410 ENTG ENTEGRIS INC Technology 315,089.0 $36.9M 0.03% +263K +502.2% $117.24 +7.8%
411 AJG GALLAGHER ARTHUR J & CO Financial Services 170,126.0 $36.8M 0.03% +153K +904.4% $216.58 -6.6%
412 AAL AMERICAN AIRLINES GROUP INC Industrials 3,419,706.0 $36.7M 0.03% +1.3M +58.9% $10.74 +20.6%
413 AMH AMERICAN HOMES 4 RENT Real Estate 1,313,880.0 $36.7M 0.03% +131K +11.1% $27.92 +14.4%
414 TM TOYOTA MOTOR CORP Consumer Cyclical 177,609.0 $36.6M 0.03% +2K +1.3% $206.09 -8.1%
415 APLS APELLIS PHARMACEUTICALS INC Healthcare 903,637.0 $36.4M 0.03% +408K +82.2% $40.23 +2.0%
416 INVH INVITATION HOMES INC Real Estate 1,454,904.0 $36.2M 0.03% +39K +2.7% $24.85 +16.4%
417 PINS PINTEREST INC Communication Services 1,970,857.0 $36.1M 0.03% +214K +12.2% $18.34 +2.8%
418 ESS ESSEX PPTY TR INC Real Estate 149,247.0 $36.1M 0.03% +138K +1205.0% $242.00 +13.3%
419 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 926,444.0 $36.1M 0.03% +26K +2.9% $38.97 -11.2%
420 VOYA VOYA FINANCIAL INC Financial Services 526,864.0 $36.0M 0.03% +389K +280.8% $68.32 +19.2%
Page 21 of 73  ·  1,441 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%