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FIRST TRUST ADVISORS LP

CIK
1125816
City
Wheaton
State / Country
IL

Top Portfolio Positions

2,357 positions · $134,727,498,050 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in FIX

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $573,502,635 415,886
2025-12-31 $449,938,175 482,099
2025-09-30 $423,529,411 513,257
2025-06-30 $211,998,666 395,365
2025-03-31 $159,920,161 496,138
2024-12-31 $196,674,787 463,790
2024-09-30 $139,758,571 358,034
2024-06-30 $95,988,483 315,627
2024-03-31 $93,099,832 293,034
2023-12-31 $37,702,807 183,317
2023-09-30 $24,600,728 144,362
2023-06-30 $24,018,683 146,277
2023-03-31 $14,848,072 101,727
2022-12-31 $9,655,557 83,903
2022-09-30 $10,772,873 110,684
2022-06-30 $9,269,562 111,480
2022-03-31 $8,183,490 91,939
2021-12-31 $15,674,965 158,429
2021-09-30 $8,558,970 120,008
2021-06-30 $11,665,647 148,060
2021-03-31 $13,594,980 181,824
2020-12-31 $4,769,310 90,568
2020-09-30 $3,373,338 65,489
2020-06-30 $2,048,176 50,262
2020-03-31 $1,985,578 54,325