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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 PEN

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Shares Held

Position Value (USD)

18 quarters on record
Report Date Value (USD) Shares
2026-03-31 $24,700,976 75,223
2025-12-31 $8,032,670 25,836
2025-09-30 $11,571,910 45,681
2025-06-30 $25,848,543 100,723
2025-03-31 $25,889,833 96,817
2024-12-31 $9,965,373 41,963
2023-09-30 $23,819,184 98,463
2023-06-30 $44,789,386 130,179
2023-03-31 $28,405,756 101,926
2022-12-31 $23,151,189 104,069
2022-03-31 $18,109,592 81,527
2021-12-31 $8,861,523 30,842
2021-09-30 $15,939,631 59,811
2021-06-30 $18,995,646 69,312
2020-12-31 $5,976,250 34,150
2020-09-30 $8,027,894 41,300
2020-06-30 $25,223,633 141,056
2020-03-31 $23,738,096 147,140