FIRST TRUST ADVISORS LP

Position in LAD — Lithia Motors Inc

CIK 1125816 Wheaton, IL

Position in LAD

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$7,790,764

-$3,274,495 QoQ

Shares Held

31,198

-6.3% QoQ

Ownership

0.137%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

FIRST TRUST ADVISORS LP holds $110,470,748 across 15 Auto & Truck Dealerships names. LAD ranks #6 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVNA	Carvana Co.	408,750	$25,700,565
2	KMX	Carmax Inc	331,434	$13,781,025
3	PAG	Penske Automotive Group, Inc.	81,838	$12,236,417
4	OPLN	OPENLANE, Inc.	406,642	$11,853,614
5	RUSHA	Rush Enterprises Inc \Tx\	133,394	$8,818,677
6	LAD	Lithia Motors Inc This page	31,198	$7,790,764
7	AN	Autonation, Inc.	34,844	$6,803,639
8	ABG	Asbury Automotive Group Inc	28,582	$5,585,208

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,790,764	31,198	-6.3%	Shares	Sole	2026-05-13
2025-12-31	$11,065,259	33,296	+26.0%	Shares	Sole	2026-02-13
2025-09-30	$8,350,932	26,427	-14.6%	Shares	Sole	2025-11-12
2025-06-30	$10,448,434	30,929	-4.6%	Shares	Sole	2025-08-13
2025-03-31	$9,516,273	32,419	-63.0%	Shares	Sole	2025-05-14
2024-12-31	$31,309,795	87,597	-14.9%	Shares	Sole	2025-02-13
2024-09-30	$32,677,850	102,877	+5.7%	Shares	Sole	2024-11-13
2024-06-30	$24,576,764	97,353	+22.8%	Shares	Sole	2024-08-13
2024-03-31	$23,853,685	79,285	+1.5%	Shares	Sole	2024-05-13
2023-12-31	$25,733,232	78,150	-12.9%	Shares	Sole	2024-02-13
2023-09-30	$26,501,732	89,736	-14.8%	Shares	Sole	2023-11-13
2023-06-30	$32,017,613	105,283	-2.1%	Shares	Sole	2023-08-14
2023-03-31	$24,631,036	107,592	+157.4%	Shares	Sole	2023-05-15
2022-12-31	$8,559,155	41,805	+8.6%	Shares	Sole	2023-02-09
2022-09-30	$8,255,884	38,480	-12.0%	Shares	Sole	2022-11-14
2022-06-30	$12,015,792	43,724	-57.7%	Shares	Sole	2022-08-12
2022-03-31	$31,013,800	103,338	+26.3%	Shares	Sole	2022-05-13
2021-12-31	$24,286,946	81,788	+1.8%	Shares	Sole	2022-02-08
2021-09-30	$25,461,482	80,310	+336.5%	Shares	Sole	2021-11-15
2021-06-30	$6,322,288	18,398	+209.1%	Shares	Sole	2021-10-12
2021-03-31	$2,322,205	5,953	+6.8%	Shares	Sole	2021-05-14
2020-12-31	$1,631,635	5,575	-41.3%	Shares	Sole	2021-02-02
2020-09-30	$2,166,113	9,503	-51.2%	Shares	Sole	2020-11-05
2020-06-30	$2,947,151	19,475	+4.7%	Shares	Sole	2020-07-22
2020-03-31	$1,521,375	18,601	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.