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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 TBBK

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $6,320,313 117,631
2025-12-31 $9,636,454 142,720
2025-09-30 $10,998,794 146,866
2025-06-30 $8,420,166 147,800
2025-03-31 $8,107,135 153,428
2024-12-31 $8,905,417 169,208
2024-09-30 $9,172,896 171,456
2024-06-30 $2,276,739 60,295
2024-03-31 $3,626,930 108,396
2023-12-31 $5,627,754 145,948
2023-09-30 $1,974,124 57,221
2023-06-30 $2,138,085 65,485
2023-03-31 $1,272,160 45,679
2022-12-31 $1,891,356 66,644
2022-09-30 $1,658,632 75,461
2022-06-30 $3,021,422 154,786
2022-03-31 $832,193 29,375
2021-12-31 $684,230 27,034
2021-09-30 $638,133 25,074
2021-06-30 $693,245 30,128
2021-03-31 $580,678 28,025
2020-12-31 $310,046 22,714
2020-09-30 $181,751 21,036
2020-06-30 $221,362 22,588
2020-03-31 $169,492 27,923