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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 HRB

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $42,169,256 1,328,584
2025-12-31 $45,863,199 1,052,391
2025-09-30 $47,461,815 938,537
2025-06-30 $40,694,621 741,385
2025-03-31 $36,043,637 656,413
2024-12-31 $20,605,221 389,955
2024-09-30 $27,271,465 429,134
2024-06-30 $13,643,453 251,585
2024-03-31 $12,613,165 256,835
2023-12-31 $16,409,715 339,254
2023-09-30 $5,704,200 132,471
2023-06-30 $5,492,985 172,356
2023-03-31 $1,670,744 47,397
2022-12-31 $10,152,845 278,084
2022-09-30 $17,456,458 410,354
2022-06-30 $19,770,016 559,740
2022-03-31 $10,690,434 410,539
2021-12-31 $38,758,390 1,645,093
2021-09-30 $43,969,875 1,758,795
2021-06-30 $25,539,735 1,087,723
2021-03-31 $15,554,409 713,505
2020-12-31 $9,817,926 619,037
2020-09-30 $2,679,216 164,470
2020-06-30 $6,420,116 449,588
2020-03-31 $5,684,616 403,737