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FIRST TRUST ADVISORS LP

CIK
1125816
City
Wheaton
State / Country
IL

Top Portfolio Positions

2,353 positions · $134,697,769,996 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in LMND

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Shares Held

Position Value (USD)

14 quarters on record
Report Date Value (USD) Shares
2026-03-31 $9,556,568 152,466
2025-12-31 $11,134,473 156,427
2025-09-30 $7,564,217 141,308
2025-06-30 $6,796,683 155,140
2025-03-31 $5,268,233 167,618
2024-12-31 $6,761,884 184,348
2024-09-30 $947,944 57,486
2024-06-30 $3,834,105 232,370
2024-03-31 $3,789,019 230,897
2023-12-31 $441,784 27,389
2022-12-31 $1,044,358 76,342
2021-06-30 $8,657,503 79,129
2021-03-31 $5,826,212 62,560
2020-12-31 $7,221,130 58,948