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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 22 of 73  ·  1,441 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CPT CAMDEN PPTY TR Real Estate 362,023.0 $35.4M 0.03% +17K +4.9% $97.66 +9.3%
422 UDR UDR INC Real Estate 1,041,025.0 $35.2M 0.03% +11K +1.1% $33.78 +11.8%
423 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 387,537.0 $35.0M 0.03% +73K +23.2% $90.42 -4.2%
424 CNR CORE NATURAL RESOURCES INC Energy 334,574.0 $35.0M 0.03% +9K +2.8% $104.73 -20.4%
425 FEDERATED HERMES INC 616,598.0 $35.0M 0.03% +33K +5.6% $56.71
426 WU WESTERN UN CO Financial Services 3,966,409.0 $34.6M 0.03% +645K +19.4% $8.73 -2.8%
427 CR CRANE COMPANY Industrials 202,045.0 $34.5M 0.03% +100K +98.3% $171.00 +0.5%
428 DEO DIAGEO PLC Consumer Defensive 463,572.0 $34.5M 0.03% +50K +12.0% $74.45 +14.0%
429 SWK STANLEY BLACK & DECKER INC Industrials 480,739.0 $34.2M 0.02% +35K +7.8% $71.06 +6.3%
430 NOG NORTHERN OIL & GAS INC Energy 1,167,971.0 $34.1M 0.02% +629K +116.8% $29.23 -17.6%
431 ANGLOGOLD ASHANTI PLC 347,332.0 $34.0M 0.02% +56K +19.4% $97.87
432 ROK ROCKWELL AUTOMATION INC Industrials 94,612.0 $34.0M 0.02% +13K +15.4% $358.88 +21.4%
433 HMC HONDA MOTOR CO LTD Consumer Cyclical 1,395,747.0 $33.9M 0.02% +197K +16.5% $24.31 +6.0%
434 KBR KBR INC Industrials 919,397.0 $33.9M 0.02% +211K +29.8% $36.86 -13.0%
435 CASY CASEYS GEN STORES INC Consumer Cyclical 46,558.0 $33.9M 0.02% +12K +33.6% $727.86 +18.5%
436 RHI ROBERT HALF INC. Industrials 1,333,720.0 $33.9M 0.02% +984K +281.2% $25.40 +0.6%
437 CSGP COSTAR GROUP INC Real Estate 839,044.0 $33.8M 0.02% +136K +19.3% $40.34 -16.2%
438 STLD STEEL DYNAMICS INC Basic Materials 185,155.0 $33.3M 0.02% +28K +18.0% $180.00 +26.1%
439 TTD THE TRADE DESK INC Technology 1,448,758.0 $32.9M 0.02% +352K +32.1% $22.69 -8.6%
440 APPN APPIAN CORP Technology 1,355,961.0 $32.7M 0.02% +196K +16.9% $24.11 -11.8%
Page 22 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%