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First Trust Advisors

First Trust Advisors Portfolio holdings

AUM $140B
1-Year Est. Return 27.84%
This Fund
S&P 500
This Quarter Est. Return
+5.51%
1 Year Est. Return
+27.84%
3 Year Est. Return
+78.79%
5 Year Est. Return
+98.89%
10 Year Est. Return
+456.9%
AUM
$48.2B
AUM Growth
+$4.68B
Cap. Flow
+$2.97B
Cap. Flow %
6.15%
Top 10 Hldgs %
14.49%
Holding
2,555
New
260
Increased
1,265
Reduced
879
Closed
150

Top Buys

Rank Stock Value
1
SNAP icon
Snap
SNAP
+$130M
2
OKTA icon
Okta
OKTA
+$109M
3
IQV icon
IQVIA
IQV
+$99.2M
4
DXC icon
DXC Technology
DXC
+$90.4M
5
BKU icon
Bankunited
BKU
+$87.7M

Top Sells

Rank Stock Value
1
INTC icon
Intel
INTC
+$116M
2
C icon
Citigroup
C
+$99.8M
3
GE icon
GE Aerospace
GE
+$81.2M
4
AVXS
AveXis, Inc. Common Stock
AVXS
+$75.7M
5
CSCO icon
Cisco
CSCO
+$68M

Sector Composition

Rank Sector Weight
1 Technology 23.01%
2 Financials 12.35%
3 Communication Services 11.37%
4 Healthcare 9.49%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COHR
2501
DELISTED
Coherent Inc
COHR
-157,165
Closed -$29.5M
SFUN
2502
DELISTED
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
-11,930
Closed -$3.07M
XLRN
2503
DELISTED
Acceleron Pharma
XLRN
-32,354
Closed -$1.26M
CNBKA
2504
DELISTED
Century Bancorp Inc/Mass
CNBKA
-4,217
Closed -$335K
LDL
2505
DELISTED
Lydall, Inc.
LDL
-34,006
Closed -$1.64M
USCR
2506
DELISTED
U S Concrete, Inc.
USCR
-27,608
Closed -$1.67M
LMNX
2507
DELISTED
Luminex Corp
LMNX
-73,441
Closed -$1.55M
CZZ
2508
DELISTED
Cosan Limited
CZZ
-21,225
Closed -$221K
BGG
2509
DELISTED
Briggs & Stratton Corp.
BGG
-73,442
Closed -$1.57M
LTM
2510
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
-10,844
Closed -$167K
CYOU
2511
DELISTED
Changyou.com Limited American Depositary Share
CYOU
-75,870
Closed -$2.12M
AKS
2512
DELISTED
AK Steel Holding Corp
AKS
-40,296
Closed -$183K
DERM
2513
DELISTED
Dermira, Inc.
DERM
-20,558
Closed -$164K
CRAY
2514
DELISTED
Cray, Inc.
CRAY
-14,199
Closed -$294K
TIER
2515
DELISTED
TIER REIT, Inc.
TIER
-49,400
Closed -$913K
EPE
2516
DELISTED
EP Energy Corporation
EPE
-781,870
Closed -$1.05M
USG
2517
DELISTED
Usg
USG
-163,656
Closed -$6.62M
BEL
2518
DELISTED
Belmond Ltd.
BEL
-28,051
Closed -$313K
NTRI
2519
DELISTED
NutriSystem, Inc.
NTRI
-37,985
Closed -$1.02M
FBR
2520
DELISTED
Fibria Celulose Sa
FBR
-14,388
Closed -$281K
EEQ
2521
DELISTED
Enbridge Energy Management Llc
EEQ
-54,113
Closed -$462K
OCLR
2522
DELISTED
Oclaro Inc.
OCLR
-33,991
Closed -$325K
KS
2523
DELISTED
KapStone Paper and Pack Corp.
KS
-61,475
Closed -$2.11M
KMI.PRA
2524
DELISTED
Kinder Morgan, Inc.
KMI.PRA
-319,030
Closed -$9.92M
KLXI
2525
DELISTED
KLX Inc.
KLXI
-12,697
Closed -$761K

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First Trust Advisors's Q2 2018 Portfolio in Review

As of Q2 2018, First Trust Advisors held 2,555 positions worth $48.2B, up 11% from $43.5B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

First Trust Advisors deployed $2.97B of net new capital in Q2 2018, opening 260 new positions and adding to 1,265 existing holdings. Its largest new stake was Snap: 10,109,232 shares worth $132M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 23% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Intel, an estimated $116M trimmed.

  • First Trust Advisors's largest Q2 2018 buy was Snap: 10,109,232 shares worth $132M.
  • First Trust Advisors added most to Bankunited in Q2 2018, an estimated $87.7M increase.
  • First Trust Advisors's biggest Q2 2018 reduction was Intel, cutting an estimated $116M.
  • First Trust Advisors fully exited AveXis, Inc. Common Stock in Q2 2018, selling an estimated $75.7M.
  • First Trust Advisors's ten largest holdings make up 14% of its $48.2B portfolio in Q2 2018.
  • First Trust Advisors opened 260 new positions and closed 150 in Q2 2018.
  • First Trust Advisors's portfolio value rose 11% quarter-over-quarter to $48.2B.

Based on First Trust Advisors's 13F filing for Q2 2018, filed 2 Aug 2018.