FIRST TRUST ADVISORS LP

CIK
1125816
City
Wheaton
State / Country
IL

Top Portfolio Positions

2,348 positions · $134,477,200,220 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
10,426,580 $1,818,395,552 1.35%
CSCO
Cisco Systems, Inc.
Technology
22,139,390 $1,717,795,269 1.28%
AVGO
Broadcom Inc.
Technology
5,175,717 $1,601,936,168 1.19%
MSFT
Microsoft Corp
Technology
4,131,891 $1,529,502,091 1.14%
GOOGL
Alphabet Inc.
Communication Services
4,897,499 $1,408,324,812 1.05%
AAPL
Apple Inc.
Technology
5,213,875 $1,323,229,335 0.98%
META
Meta Platforms, Inc.
Communication Services
1,883,184 $1,077,426,061 0.80%
XOM
Exxon Mobil Corp
Energy
6,182,355 $1,048,898,349 0.78%
PANW
Palo Alto Networks Inc
Technology
6,466,118 $1,036,648,037 0.77%
CRWD
CrowdStrike Holdings, Inc.
Technology
2,584,496 $1,009,013,083 0.75%

Portfolio Trend

52 quarters · across all stocks

Holdings in CAKE

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Shares Held

Position Value (USD)

23 of 23 shown
Report Date Value (USD) Shares
2026-03-31 $4,122,729 75,301
2025-12-31 $3,816,288 75,600
2025-09-30 $5,418,266 99,163
2025-06-30 $7,019,173 112,020
2025-03-31 $5,191,730 106,694
2024-12-31 $4,316,186 90,982
2024-09-30 $870,486 21,467
2024-06-30 $991,129 25,226
2024-03-31 $3,008,186 83,214
2023-12-31 $1,998,090 57,072
2023-09-30 $3,158,805 104,251
2023-06-30 $3,225,276 93,270
2023-03-31 $648,845 18,512
2022-12-31 $590,884 18,634
2022-09-30 $1,471,085 50,242
2022-06-30 $385,362 14,586
2022-03-31 $1,452,016 36,492
2021-12-31 $1,339,830 34,223
2021-09-30 $2,895,341 61,603
2021-06-30 $5,337,976 98,523
2021-03-31 $451,697 7,720
2020-06-30 $1,388,058 60,561
2020-03-31 $2,210,818 129,439