FIRST TRUST ADVISORS LP

CIK
1125816
City
Wheaton
State / Country
IL

Top Portfolio Positions

2,348 positions · $134,477,200,220 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
10,426,580 $1,818,395,552 1.35%
CSCO
Cisco Systems, Inc.
Technology
22,139,390 $1,717,795,269 1.28%
AVGO
Broadcom Inc.
Technology
5,175,717 $1,601,936,168 1.19%
MSFT
Microsoft Corp
Technology
4,131,891 $1,529,502,091 1.14%
GOOGL
Alphabet Inc.
Communication Services
4,897,499 $1,408,324,812 1.05%
AAPL
Apple Inc.
Technology
5,213,875 $1,323,229,335 0.98%
META
Meta Platforms, Inc.
Communication Services
1,883,184 $1,077,426,061 0.80%
XOM
Exxon Mobil Corp
Energy
6,182,355 $1,048,898,349 0.78%
PANW
Palo Alto Networks Inc
Technology
6,466,118 $1,036,648,037 0.77%
CRWD
CrowdStrike Holdings, Inc.
Technology
2,584,496 $1,009,013,083 0.75%

Portfolio Trend

52 quarters · across all stocks

Holdings in OMF

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $50,617,907 946,306
2025-12-31 $70,559,284 1,044,549
2025-09-30 $49,849,550 882,918
2025-06-30 $63,763,620 1,118,660
2025-03-31 $49,285,264 1,008,291
2024-12-31 $53,169,784 1,019,946
2024-09-30 $39,571,372 840,692
2024-06-30 $37,748,592 778,482
2024-03-31 $25,469,795 498,528
2023-12-31 $19,781,548 402,064
2023-09-30 $13,559,480 338,226
2023-06-30 $22,898,933 524,123
2023-03-31 $32,486,566 876,121
2022-12-31 $25,280,890 758,958
2022-09-30 $18,262,518 618,649
2022-06-30 $21,776,466 582,570
2022-03-31 $30,024,800 633,301
2021-12-31 $29,215,503 583,843
2021-09-30 $22,843,820 412,865
2021-06-30 $25,732,842 429,525
2021-03-31 $15,514,980 288,812
2020-12-31 $16,219,710 336,788
2020-09-30 $13,227,343 423,275
2020-06-30 $10,339,585 421,336
2020-03-31 $6,771,520 354,159