FIRST TRUST ADVISORS LP

PrivateCIK: 1125816
Location

WHEATON, IL

2602
Positions
$139.95B
Total AUM (reported)
1.79B
Total Shares

Allocation by class

TOTAL AUM$139.95B2602 positions
COM$99.75B71.3%
CL A$9.53B6.8%
COM NEW$6.08B4.3%
SHS$3.41B2.4%
COM CL A$2.57B1.8%
COM SHS$1.81B1.3%
CL A COM$1.55B1.1%

Portfolio Concentration

Top 33.7%4–106.0%11–258.8%Rest81.5%TOP 109.7%0%100%
Top 3$5.14B3.7%
4–10$8.43B6.0%
11–25$12.33B8.8%
Rest$114.05B81.5%

Top 3 weight

3.7%

Top 10 weight

9.7%

Voting Authority Distribution

Total shares with voting rights: 1.79B

Sole

Full voting authority

1.76B

shares

% of voting shares98.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

36.52M

shares

% of voting shares2.0%

Investment Discretion (by position count)

Sole2318
Shared0
Other284
Dominant voting typeSole · 98.0% of voting shares
Institutional Holdings2602
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares10.43M
TypeSH
Market value$1.82B
1.30%
Sole
10.43M
Shared
0.00
None
25.00

CISCO SYS INC

OTR
COM
Shares22.14M
TypeSH
Market value$1.72B
1.23%
Sole
22.13M
Shared
0.00
None
11.24K

BROADCOM INC

SOLE
COM
Shares5.18M
TypeSH
Market value$1.60B
1.14%
Sole
5.18M
Shared
0.00
None
15.00

MICROSOFT CORP

OTR
COM
Shares4.13M
TypeSH
Market value$1.53B
1.09%
Sole
4.13M
Shared
0.00
None
1.89K

ALPHABET INC

SOLE
CAP STK CL A
Shares4.90M
TypeSH
Market value$1.41B
1.01%
Sole
4.90M
Shared
0.00
None
0.00

APPLE INC

OTR
COM
Shares5.21M
TypeSH
Market value$1.32B
0.95%
Sole
5.21M
Shared
0.00
None
66.00

META PLATFORMS INC

SOLE
CL A
Shares1.88M
TypeSH
Market value$1.08B
0.77%
Sole
1.88M
Shared
0.00
None
7.00

EXXON MOBIL CORP

OTR
COM
Shares6.18M
TypeSH
Market value$1.05B
0.75%
Sole
6.18M
Shared
0.00
None
193.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares6.47M
TypeSH
Market value$1.04B
0.74%
Sole
6.47M
Shared
0.00
None
24.00

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares2.58M
TypeSH
Market value$1.01B
0.72%
Sole
2.58M
Shared
0.00
None
0.00

FORTINET INC

SOLE
COM
Shares11.51M
TypeSH
Market value$940.28M
0.67%
Sole
11.51M
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares4.34M
TypeSH
Market value$902.88M
0.65%
Sole
4.34M
Shared
0.00
None
20.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares4.23M
TypeSH
Market value$902.83M
0.65%
Sole
4.23M
Shared
0.00
None
0.00

CHEVRON CORPORATION

OTR
COM
Shares4.28M
TypeSH
Market value$885.29M
0.63%
Sole
4.28M
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares2.59M
TypeSH
Market value$884.98M
0.63%
Sole
2.59M
Shared
0.00
None
0.00

GE VERNOVA INC

SOLE
COM
Shares958.70K
TypeSH
Market value$836.85M
0.60%
Sole
958.70K
Shared
0.00
None
0.00

KLA CORP

SOLE
COM NEW
Shares565.85K
TypeSH
Market value$833.16M
0.60%
Sole
565.85K
Shared
0.00
None
0.00

EATON CORP PLC

SOLE
SHS
Shares2.30M
TypeSH
Market value$821.54M
0.59%
Sole
2.30M
Shared
0.00
None
45.00

INTERNATIONAL BUSINESS MACHS

SOLE
COM
Shares3.33M
TypeSH
Market value$807.29M
0.58%
Sole
3.33M
Shared
0.00
None
71.00

ROSS STORES INC

OTR
COM
Shares3.69M
TypeSH
Market value$800.29M
0.57%
Sole
3.69M
Shared
0.00
None
0.00

CLOUDFLARE INC

SOLE
CL A COM
Shares3.77M
TypeSH
Market value$778.73M
0.56%
Sole
3.77M
Shared
0.00
None
0.00

JOHNSON CONTROLS INTERNATION

SOLE
SHS
Shares5.76M
TypeSH
Market value$754.49M
0.54%
Sole
5.76M
Shared
0.00
None
0.00

SNAP ON INC

OTR
COM
Shares2.03M
TypeSH
Market value$738.47M
0.53%
Sole
2.03M
Shared
0.00
None
0.00

VERIZON COMMUNICATIONS INC

OTR
COM
Shares14.71M
TypeSH
Market value$738.33M
0.53%
Sole
14.71M
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
NY ARCA BIOTECH
Shares3.52M
TypeSH
Market value$705.90M
0.50%
Sole
3.52M
Shared
0.00
None
0.00
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