Fund Holdings

FIRST TRUST ADVISORS LP

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD7,0643,515,093+3,508,0291,459,211705,899,9990.50%+704,440,788
FIRST TR EXCHANGE-TRADED FD
ENERGY ALPHADX
029,937,777+29,937,7770672,402,4710.48%+672,402,471
FIRST TR EXCHANGE TRADED FD
NASDAQ TRANSN
017,561,577+17,561,5770669,271,6990.48%+669,271,699
FORTINET INC(FTNT)7,907,68611,506,173+3,598,487627,949,321940,284,4330.67%+312,335,112
EATON CORP PLC(ETN)1,655,8002,296,924+641,124527,388,916821,541,4540.59%+294,152,538
GE VERNOVA INC(GEV)835,278958,698+123,420545,913,077836,847,4970.60%+290,934,420
ACCENTURE PLC IRELAND
SHS CLASS A
1,582,8453,482,150+1,899,305424,677,507690,475,3880.49%+265,797,881
CHEVRON CORPORATION(CVX)4,107,6604,278,833+171,173626,048,520885,290,4420.63%+259,241,922
GILEAD SCIENCES INC(GILD)1,446,0513,129,637+1,683,586177,488,280436,177,4910.31%+258,689,211
EXXON MOBIL CORP6,579,5486,182,355-397,193791,782,8011,048,898,4270.75%+257,115,626
ARGAN INC599,149791,353+192,204187,725,218431,010,3880.31%+243,285,170
LOCKHEED MARTIN CORP(LMT)303,189604,946+301,757146,643,250365,623,0140.26%+218,979,764
JOHNSON CONTROLS INTERNATION
SHS
4,490,8285,761,677+1,270,849537,776,684754,491,5620.54%+216,714,878
AFLAC INC(AFL)1,216,0633,184,801+1,968,738134,095,221349,404,5420.25%+215,309,321
DYNATRACE INC(DT)843,0026,801,507+5,958,50536,535,706251,519,7280.18%+214,984,022
NETAPP INC(NTAP)1,611,1543,658,066+2,046,912172,538,548374,549,3210.27%+202,010,773
QUANTA SVCS INC848,3881,003,917+155,529358,070,822551,170,4420.39%+193,099,620
ARCH CAP GROUP LTD
ORD
625,9862,626,148+2,000,16260,044,554252,083,9230.18%+192,039,369
TRANE TECHNOLOGIES PLC(TT)83,591532,138+448,54732,533,546221,763,0010.16%+189,229,455
PPG INDS INC(PPG)542,7332,287,261+1,744,52855,608,461244,462,3840.17%+188,853,923
EOG RES INC(EOG)2,977,9123,446,002+468,090312,710,534498,188,5240.36%+185,477,990
BANK AMERICA CORP5,454,1449,952,583+4,498,439299,977,920485,188,4130.35%+185,210,493
COSTCO WHOLESALE CORPORATION(COST)586,470692,252+105,782505,736,958689,781,0820.49%+184,044,124
HERSHEY CO(HSY)260,9031,083,675+822,77247,479,208225,285,1000.16%+177,805,892
SPX TECHNOLOGIES INC484,3771,362,871+878,49496,904,462272,492,4270.19%+175,587,965
ROSS STORES INC(ROST)3,481,2783,694,269+212,991627,117,482800,289,3830.57%+173,171,901
PRIMORIS SVCS CORP(PRIM)1,958,0082,886,163+928,155243,067,113412,836,7550.29%+169,769,642
MASTEC INC(MTZ)1,311,4331,411,584+100,151285,066,296454,162,8100.32%+169,096,514
FASTLY INC(FSLY)3,507,1897,031,952+3,524,76335,703,184204,348,5250.15%+168,645,341
BAKER HUGHES COMPANY(BKR)9,288,7639,663,737+374,974423,010,278589,971,1360.42%+166,960,858
DATADOG INC(DDOG)2,031,1333,685,562+1,654,429276,213,812435,080,5500.31%+158,866,738
JFROG LTD(FROG)3,9483,362,370+3,358,422246,592157,796,0240.11%+157,549,432
INTERNATIONAL BUSINESS MACHS(IBM)2,213,3273,330,537+1,117,210655,609,709807,288,9750.58%+151,679,266
APPLE INC(AAPL)4,313,0725,213,875+900,8031,172,551,8621,323,229,2450.95%+150,677,383
STERLING INFRASTRUCTURE INC(STRL)689,942877,990+188,048211,280,938357,578,9870.26%+146,298,049
REGIONS FINANCIAL CORP NEW(RF)7,604,48213,358,969+5,754,487206,081,456348,936,2650.25%+142,854,809
NVR INC(NVR)2,49224,418+21,92618,174,166160,910,9960.11%+142,736,830
ALLISON TRANSMISSION HLDGS I(ALSN)1,094,4022,026,603+932,201107,142,051237,233,9920.17%+130,091,941
AUTODESK INC462,2721,098,800+636,528136,837,101263,052,6400.19%+126,215,539
CONOCOPHILLIPS(COP)2,536,2422,754,665+218,423237,417,628363,615,7410.26%+126,198,113
INGREDION INC(INGR)1,994,8253,054,149+1,059,324219,949,387344,080,4130.25%+124,131,026
COMFORT SYS USA INC(FIX)482,099415,886-66,213449,938,614573,501,9090.41%+123,563,295
CINCINNATI FINL CORP(CINF)1,319,8732,104,457+784,584215,561,628331,136,2440.24%+115,574,616
US BANCORP(USB)5,804,7648,118,845+2,314,081309,742,200422,261,1270.30%+112,518,927
POWELL INDS INC(POWL)526,052516,551-9,501167,694,856279,495,4150.20%+111,800,559
APA CORPORATION(APA)2,680,6754,154,301+1,473,62665,569,313176,308,5160.13%+110,739,203
APPLIED MATLS INC3,015,4582,589,257-426,201774,942,521884,982,0840.63%+110,039,563
EXPEDIA GROUP INC(EXPE)583,8301,191,528+607,698165,404,998275,111,9550.20%+109,706,957
REGENERON PHARMACEUTICALS(REGN)205,732346,855+141,123158,798,536267,994,0720.19%+109,195,536
PFIZER INC(PFE)18,731,41720,422,958+1,691,541466,412,331573,476,5980.41%+107,064,267
ALLSTATE CORP(ALL)1,710,1532,232,938+522,785355,968,424462,977,2710.33%+107,008,847
AMCOR PLC
COM NEW
02,683,095+2,683,0950106,652,9170.08%+106,652,917
EMCOR GROUP INC(EME)587,457630,406+42,949359,400,439465,434,9010.33%+106,034,462
HUBBELL INC(HUBB)562,820714,287+151,467249,954,179350,529,2080.25%+100,575,029
RYDER SYS INC(R)556,6231,010,320+453,697106,532,159206,822,4760.15%+100,290,317
VERIZON COMMUNICATIONS INC(VZ)15,672,02614,707,701-964,325638,321,637738,326,5980.53%+100,004,961
ELASTIC N V
ORD SHS
426,4962,627,636+2,201,14032,174,876131,355,5230.09%+99,180,647
EVERUS CONSTR GROUP(ECG)610,2701,280,916+670,64652,214,701151,224,9000.11%+99,010,199
UNITED PARCEL SVCS INC(UPS)2,642,6913,631,133+988,442262,128,625357,230,7130.26%+95,102,088
AXSOME THERAPEUTICS INC.(AXSM)43,413577,479+534,0667,928,95097,605,5000.07%+89,676,550
FEDEX CORP(FDX)147,247368,383+221,13642,533,786131,210,4350.09%+88,676,649
ASSOCIATED BANC-CORP2,623,5285,971,227+3,347,69967,582,081154,415,9300.11%+86,833,849
JOHNSON & JOHNSON(JNJ)2,075,5022,108,927+33,425429,525,064515,506,1460.37%+85,981,082
WELLS FARGO & CO(WFC)1,054,6122,245,758+1,191,14698,289,829178,784,8330.13%+80,495,004
RBC BEARINGS INC(RBC)321,232409,700+88,468144,050,065222,516,2640.16%+78,466,199
ASML HLDG NV
N Y REGISTRY SHS
137,914170,546+32,632147,548,799225,262,8080.16%+77,714,009
MARVELL TECHNOLOGY INC(MRVL)1,346,5681,935,577+589,009114,431,445191,718,8160.14%+77,287,371
MODERNA INC(MRNA)1,501,6212,392,693+891,07244,282,797121,548,7950.09%+77,265,998
VERALTO CORP(VLTO)4,678,0846,150,388+1,472,304466,779,213543,817,2570.39%+77,038,044
COCA COLA CONS INC(COKE)2,037,0832,017,368-19,715312,284,823386,810,1400.28%+74,525,317
GENERAL MTRS CO(GM)549,3771,579,466+1,030,08944,675,332117,670,2420.08%+72,994,910
APPLIED INDL TECHNOLOGIES IN(AIT)728,879978,840+249,961187,154,305259,705,7710.19%+72,551,466
DIAMONDBACK ENERGY INC(FANG)429,474692,625+263,15164,562,886136,994,3590.10%+72,431,473
DEVON ENERGY CORP NEW(DVN)1,603,1432,603,593+1,000,45058,723,110131,012,8160.09%+72,289,706
PERMIAN RESOURCES CORP(PR)3,339,9685,564,528+2,224,56046,859,751118,635,7360.08%+71,775,985
ONEOK INC NEW(OKE)1,835,5432,282,936+447,393134,912,397206,354,6270.15%+71,442,230
SANDISK CORP(SNDK)62,344134,211+71,86714,799,13985,269,6160.06%+70,470,477
NVENT ELEC PLC(NVT)1,277,1301,696,369+419,239130,228,924200,646,6790.14%+70,417,755
BWX TECHNOLOGIES INC(BWXT)1,239,4991,391,079+151,580214,235,113284,461,6130.20%+70,226,500
IES HOLDINGS INC(IESC)248,738349,163+100,42596,764,056166,365,6940.12%+69,601,638
PEPSICO INC(PEP)3,812,3873,964,236+151,849547,153,823615,606,1290.44%+68,452,306
COTERRA ENERGY INC3,119,5704,270,522+1,150,95282,107,078150,066,1590.11%+67,959,081
MATADOR RES CO(MTDR)784,6071,595,415+810,80833,298,721100,798,3190.07%+67,499,598
AMGEN INC(AMGN)484,190640,120+155,930158,480,162225,226,0210.16%+66,745,859
BIO-TECHNE CORP(TECH)43,0871,281,792+1,238,7052,533,95966,986,4720.05%+64,452,513
ALKERMES PLC(ALKS)1,454,0022,968,785+1,514,78340,682,975104,976,2370.08%+64,293,262
CORCEPT THERAPEUTICS INC(CORT)693,3172,173,376+1,480,05924,127,43787,608,7860.06%+63,481,349
FORD MTR CO(F)10,624,97917,571,090+6,946,111139,399,725202,770,3750.14%+63,370,650
GRANITE CONSTR INC(GVA)914,4931,397,573+483,080105,486,768167,541,0520.12%+62,054,284
EQT CORP(EQT)765,7681,618,371+852,60341,045,176102,993,1190.07%+61,947,943
TEXAS INSTRS INC(TXN)2,546,6132,592,788+46,175441,811,901503,363,8320.36%+61,551,931
SNAP ON INC(SNA)1,967,6082,033,129+65,521678,037,731738,472,9470.53%+60,435,216
DIGITALOCEAN HLDGS INC(DOCN)1,318,4761,441,151+122,67563,445,065123,621,9320.09%+60,176,867
DYCOM INDS INC(DY)625,171798,699+173,528211,245,280270,615,1950.19%+59,369,915
OCCIDENTAL PETE CORP(OXY)1,160,9011,636,367+475,46647,736,248106,363,8750.08%+58,627,627
MUELLER WTR PRODS INC(MWA)4,506,4866,036,679+1,530,193107,344,490165,948,2980.12%+58,603,808
ALTRIA GROUP INC(MO)6,671,9706,713,303+41,333384,705,822443,010,8900.32%+58,305,068
NEUROCRINE BIOSCIENCES INC(NBIX)486,809959,217+472,40869,044,178126,367,2430.09%+57,323,065
PINNACLE FINL PARTNERS INC(PNFP)0664,345+664,345057,226,6780.04%+57,226,678
CLEAN HARBORS INC(CLH)707,994778,441+70,447166,010,432223,202,3870.16%+57,191,955
Page 1 of 28