FIRST TRUST ADVISORS LP

PrivateCIK: 1125816
Location

WHEATON, IL

📋 What this filing means

FIRST TRUST ADVISORS LP filed this quarterly 13F‑HR report disclosing 2655 equity positions with a total reported market value of $170.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

2655
Positions
$170.01B
Total AUM (reported)
1.88B
Total Shares

Allocation by class

TOTAL AUM$170.01B2655 positions
COM$117.94B69.4%
CL A$11.34B6.7%
COM NEW$9.51B5.6%
SHS$5.53B3.3%
COM CL A$3.03B1.8%
COM SHS$2.42B1.4%
CL A COM$2.03B1.2%

Portfolio Concentration

Top 33.9%4–107.2%11–2510.0%Rest78.9%TOP 1011.1%0%100%
Top 3$6.63B3.9%
4–10$12.21B7.2%
11–25$17.02B10.0%
Rest$134.16B78.9%

Top 3 weight

3.9%

Top 10 weight

11.1%

Voting Authority Distribution

Total shares with voting rights: 1.88B

Sole

Full voting authority

1.84B

shares

% of voting shares97.5%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

46.94M

shares

% of voting shares2.5%

Investment Discretion (by position count)

Sole2368
Shared0
Other287
Dominant voting typeSole · 97.5% of voting shares
Institutional Holdings2655
Rows:

CISCO SYS INC

OTR
COM
Shares21.36M
TypeSH
Market value$2.51B
1.48%
Sole
21.36M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares10.87M
TypeSH
Market value$2.17B
1.28%
Sole
10.87M
Shared
0.00
None
25.00

BROADCOM INC

SOLE
COM
Shares5.14M
TypeSH
Market value$1.94B
1.14%
Sole
5.14M
Shared
0.00
None
15.00

ALPHABET INC

SOLE
CAP STK CL A
Shares5.40M
TypeSH
Market value$1.93B
1.14%
Sole
5.40M
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares5.26M
TypeSH
Market value$1.79B
1.05%
Sole
5.26M
Shared
0.00
None
24.00

APPLIED MATLS INC

SOLE
COM
Shares2.46M
TypeSH
Market value$1.78B
1.05%
Sole
2.46M
Shared
0.00
None
0.00

MICROSOFT CORP

OTR
COM
Shares4.67M
TypeSH
Market value$1.74B
1.02%
Sole
4.67M
Shared
0.00
None
76.00

APPLE INC

OTR
COM
Shares5.83M
TypeSH
Market value$1.69B
0.99%
Sole
5.83M
Shared
0.00
None
2.42K

FORTINET INC

SOLE
COM
Shares10.82M
TypeSH
Market value$1.66B
0.98%
Sole
10.82M
Shared
0.00
None
0.00

KLA CORP

SOLE
COM NEW
Shares5.34M
TypeSH
Market value$1.61B
0.95%
Sole
5.34M
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares3.62M
TypeSH
Market value$1.57B
0.92%
Sole
3.62M
Shared
0.00
None
0.00

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares1.90M
TypeSH
Market value$1.45B
0.85%
Sole
1.90M
Shared
0.00
None
0.00

QUANTA SVCS INC

SOLE
COM
Shares1.95M
TypeSH
Market value$1.40B
0.82%
Sole
1.95M
Shared
0.00
None
0.00

EATON CORP PLC

SOLE
SHS
Shares3.13M
TypeSH
Market value$1.33B
0.78%
Sole
3.13M
Shared
0.00
None
45.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares1.15M
TypeSH
Market value$1.33B
0.78%
Sole
1.15M
Shared
0.00
None
12.00

META PLATFORMS INC

SOLE
CL A
Shares2.21M
TypeSH
Market value$1.25B
0.73%
Sole
2.21M
Shared
0.00
None
7.00

JOHNSON CONTROLS INTERNATION

SOLE
SHS
Shares8.43M
TypeSH
Market value$1.23B
0.72%
Sole
8.43M
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares1.01M
TypeSH
Market value$1.19B
0.70%
Sole
1.01M
Shared
0.00
None
0.00

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares3.65M
TypeSH
Market value$1.03B
0.60%
Sole
3.65M
Shared
0.00
None
71.00

AMAZON COM INC

SOLE
COM
Shares4.21M
TypeSH
Market value$1.00B
0.59%
Sole
4.21M
Shared
0.00
None
20.00

CLOUDFLARE INC

SOLE
CL A COM
Shares3.76M
TypeSH
Market value$921.43M
0.54%
Sole
3.76M
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
NY ARCA BIOTECH
Shares3.39M
TypeSH
Market value$840.03M
0.49%
Sole
3.39M
Shared
0.00
None
0.00

MUELLER INDS INC

SOLE
COM
Shares6.83M
TypeSH
Market value$839.91M
0.49%
Sole
6.83M
Shared
0.00
None
0.00

SNAP ON INC

OTR
COM
Shares2.07M
TypeSH
Market value$833.07M
0.49%
Sole
2.07M
Shared
0.00
None
0.00

FIRST TR EXCHANGE TRADED FD

SOLE
NASDQ SEMCNDTR
Shares2.85M
TypeSH
Market value$813.51M
0.48%
Sole
2.85M
Shared
0.00
None
0.00
Page 1 of 107