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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 92 of 131  ·  2,602 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 KOP KOPPERS HOLDINGS INC Basic Materials 64,141.0 $2.5M 0.00% +2K +2.9% $38.68 +2.5%
1822 MMSI MERIT MED SYS INC Healthcare 35,907.0 $2.5M 0.00% +30K +479.1% $68.93 -7.7%
1823 ENVX ENOVIX CORPORATION Industrials 476,903.0 $2.5M 0.00% -352K -42.4% $5.18 +21.6%
1824 BAP CREDICORP LTD Financial Services 7,279.0 $2.5M 0.00% +4K +99.1% $339.18 +1.4%
1825 WDI WESTERN ASSET DIVERSIFIED IN Financial Services 181,772.0 $2.4M 0.00% +18K +11.0% $13.44 +0.1%
1826 OUSTER INC 132,709.0 $2.4M 0.00% -116K -46.6% $18.37
1827 WSR WHITESTONE REIT Real Estate 150,945.0 $2.4M 0.00% +849.0 +0.6% $16.15 +17.5%
1828 RHLD RESOLUTE HLDGS MGMT INC Industrials 14,971.0 $2.4M 0.00% +2K +11.8% $162.30 -32.0%
1829 ICFI ICF INTL INC Industrials 37,202.0 $2.4M 0.00% +6K +18.0% $65.29 +4.2%
1830 ARRY ARRAY TECHNOLOGIES INC Energy 335,488.0 $2.4M 0.00% -28K -7.7% $7.23 +13.4%
1831 HNI HNI CORP Industrials 72,498.0 $2.4M 0.00% -19K -20.8% $33.39 -7.5%
1832 WEN WENDYS CO Consumer Cyclical 348,246.0 $2.4M 0.00% -304K -46.6% $6.95 +11.5%
1833 VHT VANGUARD WORLD FD 8,866.0 $2.4M 0.00% +2K +28.9% $272.32 +1.6%
1834 ASST STRIVE INC Communication Services 240,656.0 $2.4M 0.00% NEW $10.02 +84.9%
1835 SUPN SUPERNUS PHARMACEUTICALS Healthcare 46,627.0 $2.4M 0.00% +17K +56.5% $51.69 -5.8%
1836 GNW GENWORTH FINL INC Financial Services 296,683.0 $2.4M 0.00% +100K +50.5% $8.12 +13.9%
1837 MOD MODINE MFG CO Consumer Cyclical 11,081.0 $2.4M 0.00% +1K +13.0% $216.71 +15.4%
1838 NWPX NWPX INFRASTRUCTURE INC Industrials 30,728.0 $2.4M 0.00% +338.0 +1.1% $77.86 +40.0%
1839 THQ ABRDN HEALTHCARE OPPORTUNITI Financial Services 141,958.0 $2.4M 0.00% +3K +2.2% $16.80 +9.9%
1840 NXE NEXGEN ENERGY LTD Energy 204,934.0 $2.4M 0.00% +179K +701.2% $11.60 -9.2%
Page 92 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%