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 Open

Portfolio Trend

52 quarters · across all stocks

Holdings in USLM

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Shares Held

Position Value (USD)

10 quarters on record
Report Date Value (USD) Shares
2026-03-31 $57,723,220 441,951
2025-12-31 $28,608,400 238,921
2025-09-30 $27,461,851 208,756
2025-06-30 $19,248,326 192,869
2025-03-31 $4,468,581 50,561
2024-12-31 $9,933,465 74,834
2024-09-30 $8,726,506 89,356
2024-06-30 $1,520,888 20,881
2024-03-31 $852,620 14,299
2023-12-31 $841,744 18,271