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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 84 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 124,739.0 $3.5M 0.00% +71K +132.1% $28.11 +13.1%
1662 FCPT FOUR CORNERS PPTY TR INC Real Estate 147,986.0 $3.5M 0.00% -32K -17.6% $23.65 +5.7%
1663 GDV GABELLI DIVID & INCOME TR Financial Services 129,211.0 $3.5M 0.00% +5K +4.2% $26.93 +7.8%
1664 HDB HDFC BANK LTD Financial Services 139,728.0 $3.5M 0.00% +46K +48.5% $24.88 -1.0%
1665 EATON VANCE TAX-ADVANTAGED G 130,347.0 $3.5M 0.00% +13K +11.0% $26.65
1666 JOBY JOBY AVIATION INC Industrials 418,321.0 $3.5M 0.00% +142K +51.6% $8.26 +25.9%
1667 SOURCE CAPITAL 74,530.0 $3.5M 0.00% +3K +4.4% $46.32
1668 IVW ISHARES TR 30,445.0 $3.4M 0.00% -862.0 -2.8% $113.11 +20.8%
1669 VKTX VIKING THERAPEUTICS INC Healthcare 105,570.0 $3.4M 0.00% NEW $32.54 -9.5%
1670 APOGEE THERAPEUTICS INC 40,776.0 $3.4M 0.00% +37K +1093.0% $84.17
1671 FNV FRANCO NEV CORP Basic Materials 13,766.0 $3.4M 0.00% +301.0 +2.2% $247.24 -8.7%
1672 EWY ISHARES INC 27,653.0 $3.4M 0.00% -11K -28.4% $123.01 +51.5%
1673 VVX V2X INC Industrials 49,644.0 $3.4M 0.00% +22K +76.7% $68.50 +4.7%
1674 HP HELMERICH & PAYNE INC Energy 94,227.0 $3.4M 0.00% -63K -40.0% $36.03 +9.9%
1675 LINE LINEAGE INC Real Estate 103,602.0 $3.4M 0.00% +96K +1328.8% $32.76 +22.3%
1676 SPRY ARS PHARMACEUTICALS INC Healthcare 422,038.0 $3.4M 0.00% NEW $8.03 -2.9%
1677 PAGP PLAINS GP HLDGS L P Energy 138,919.0 $3.4M 0.00% -36K -20.7% $24.28 +5.1%
1678 EPD ENTERPRISE PRODS PARTNERS L Energy 88,824.0 $3.4M 0.00% -2K -2.5% $37.84 +4.3%
1679 AGG ISHARES TR 33,739.0 $3.3M 0.00% +2K +5.2% $99.27 -0.9%
1680 OBE OBSIDIAN ENERGY LTD Energy 353,235.0 $3.3M 0.00% +40K +12.9% $9.47 +30.1%
Page 84 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%