Position in LAD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,765,425
+$3,974,661 QoQ
Shares Held
40,502
+29.8% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#73
of 443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LAD Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $205,319,623 across 13 Auto & Truck Dealerships names. LAD ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
1,708,542 | $112,456,234 | |
| 2 | PAG |
Penske Automotive Group, Inc.
|
139,992 | $25,051,568 | |
| 3 | OPLN |
OPENLANE, Inc.
|
387,849 | $15,994,892 | |
| 4 | LAD |
Lithia Motors Inc
This page
|
40,502 | $11,765,425 | |
| 5 | KMX |
Carmax Inc
|
194,004 | $10,260,871 | |
| 6 | VVV |
Valvoline Inc
|
181,183 | $7,163,975 | |
| 7 | AN |
Autonation, Inc.
|
36,355 | $6,754,395 | |
| 8 | ABG |
Asbury Automotive Group Inc
|
33,565 | $6,749,250 |
All Filings in LAD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,765,425 | 40,502 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,790,764 | 31,198 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,065,259 | 33,296 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,350,932 | 26,427 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,448,434 | 30,929 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,516,273 | 32,419 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $31,309,795 | 87,597 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $32,677,850 | 102,877 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $24,576,764 | 97,353 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $23,853,685 | 79,285 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $25,733,232 | 78,150 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $26,501,732 | 89,736 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $32,017,613 | 105,283 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,631,036 | 107,592 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,559,155 | 41,805 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,255,884 | 38,480 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,015,792 | 43,724 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $31,013,800 | 103,338 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $24,286,946 | 81,788 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $25,461,482 | 80,310 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,322,288 | 18,398 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $2,322,205 | 5,953 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,631,635 | 5,575 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,166,113 | 9,503 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,947,151 | 19,475 | 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. | ||||||