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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 86 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 URTH ISHARES INC 17,764.0 $3.2M 0.00% $180.02 +12.2%
1702 HQY HEALTHEQUITY INC Healthcare 38,086.0 $3.2M 0.00% +7K +24.3% $83.57 +3.4%
1703 MBC MASTERBRAND INC Consumer Cyclical 382,812.0 $3.2M 0.00% +127K +49.6% $8.31 -8.5%
1704 CNXN PC CONNECTION INC Technology 54,057.0 $3.2M 0.00% +5K +11.3% $58.46 +9.8%
1705 DEI DOUGLAS EMMETT INC Real Estate 333,361.0 $3.1M 0.00% +206K +161.3% $9.42 +21.7%
1706 NNI NELNET INC Financial Services 24,300.0 $3.1M 0.00% +7K +41.4% $128.96 +0.5%
1707 BFST BUSINESS FIRST BANCSHARES IN Financial Services 115,651.0 $3.1M 0.00% +10K +9.8% $27.04 +3.6%
1708 THFF FIRST FINANCIAL CORPORATION Financial Services 49,386.0 $3.1M 0.00% +823.0 +1.7% $63.20 +7.9%
1709 ABM ABM INDS INC Industrials 81,020.0 $3.1M 0.00% +45K +127.2% $38.52 +4.2%
1710 AGYS AGILYSYS INC Technology 43,660.0 $3.1M 0.00% +16K +59.1% $71.14 +11.8%
1711 EQH EQUITABLE HLDGS INC Financial Services 83,657.0 $3.1M 0.00% -2.0M -96.1% $37.11 +14.6%
1712 KSS KOHLS CORP Consumer Cyclical 240,602.0 $3.1M 0.00% -1.8M -88.1% $12.90 -1.6%
1713 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 61,038.0 $3.1M 0.00% +48K +351.9% $50.80 -4.7%
1714 SN SHARKNINJA INC Consumer Cyclical 29,178.0 $3.1M 0.00% +4K +16.7% $105.90 -3.7%
1715 FCF FIRST COMWLTH FINL CORP PA Financial Services 174,997.0 $3.1M 0.00% +52K +42.8% $17.58 +6.6%
1716 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 84,108.0 $3.1M 0.00% +4K +5.6% $36.35 +26.1%
1717 WB WEIBO CORP Communication Services 349,253.0 $3.1M 0.00% -53K -13.2% $8.75 -5.6%
1718 HUBG HUB GROUP INC Industrials 84,709.0 $3.1M 0.00% -15K -15.4% $36.04 +12.9%
1719 GNK GENCO SHIPPING & TRADING LTD Industrials 135,166.0 $3.0M 0.00% +3K +2.1% $22.55 +7.1%
1720 PEB PEBBLEBROOK HOTEL TR Real Estate 240,376.0 $3.0M 0.00% -54K -18.4% $12.63 +17.7%
Page 86 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%