FIRST TRUST ADVISORS LP

data from 30/09/2025

Capitalization

$ 134.330 B 8.04 %

Average holding period

23 ans

Performance

$ 59.829 B 107.56 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in FIRST TRUST ADVISORS LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 CSCO CISCO SYS INC 1.49% 1.997 B $ 29193618 2013/06/30 -29.142 M $ -1.38 %
2025/09/30 AVGO BROADCOM INC 1.30% 1.753 B $ 5313252 2018/06/30 316.612 M $ 19.68 %
2025/09/30 MSFT MICROSOFT CORP 1.24% 1.669 B $ 3221890 2013/06/30 70.244 M $ 4.13 %
2025/09/30 META META PLATFORMS INC 1.17% 1.567 B $ 2133432 2013/06/30 -7.754 M $ -0.50 %
2025/09/30 NVDA NVIDIA CORPORATION 1.11% 1.485 B $ 7956869 2013/06/30 203.272 M $ 18.10 %
2025/09/30 GOOGL ALPHABET INC 1.00% 1.347 B $ 5541016 2015/12/31 410.403 M $ 37.94 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.95% 1.275 B $ 2599902 2019/06/30 -41.050 M $ -3.72 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.90% 1.203 B $ 5906963 2013/06/30 -5.401 M $ -0.50 %
2025/09/30 AMZN AMAZON COM INC 0.89% 1.200 B $ 5467485 2013/06/30 1.023 M $ 0.08 %
2025/09/30 AAPL APPLE INC 0.80% 1.078 B $ 4234034 2013/06/30 208.609 M $ 24.11 %
2025/09/30 INFY INFOSYS LTD 0.72% 965.280 M $ 59328844 2013/06/30 -113.750 M $ -12.20 %
2025/09/30 NFLX NETFLIX INC 0.66% 892.363 M $ 744306 2013/06/30 -98.293 M $ -10.47 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.64% 861.401 M $ 3052880 2013/06/30 -27.608 M $ -4.28 %
2025/09/30 FDN FIRST TR EXCHANGE-TRADED FD 0.64% 855.556 M $ 3057313 2014/03/31 33.096 M $ 3.90 %
2025/09/30 NET CLOUDFLARE INC 0.63% 848.909 M $ 3955959 2019/12/31 83.466 M $ 9.58 %
2025/09/30 XOM EXXON MOBIL CORP 0.60% 811.021 M $ 7193094 2013/06/30 37.633 M $ 4.59 %
2025/09/30 CRM SALESFORCE INC 0.59% 796.904 M $ 3362464 2013/06/30 -95.416 M $ -13.09 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.59% 794.089 M $ 147073 2018/06/30 -54.969 M $ -6.74 %
2025/09/30 FXO FIRST TR EXCHANGE TRADED FD 0.58% 785.719 M $ 13229820 2024/12/31 45.362 M $ 5.94 %
2025/09/30 FXR FIRST TR EXCHANGE TRADED FD 0.58% 779.152 M $ 9981455 2021/03/31 39.462 M $ 5.17 %
2025/09/30 EBAY EBAY INC. 0.56% 755.767 M $ 8309698 2013/06/30 107.197 M $ 22.15 %
2025/09/30 KLAC KLA CORP 0.56% 751.180 M $ 696440 2013/06/30 105.819 M $ 20.41 %
2025/09/30 FXU FIRST TR EXCHANGE TRADED FD 0.54% 729.566 M $ 16052065 2025/03/31 50.741 M $ 7.24 %
2025/09/30 QQXT FIRST TR EXCHANGE-TRADED FD 0.53% 712.272 M $ 7199549 2025/06/30 963.743 K $ 0.13 %
2025/09/30 ORCL ORACLE CORP 0.51% 683.685 M $ 2430969 2013/06/30 171.681 M $ 28.64 %
2025/09/30 ZS ZSCALER INC 0.50% 667.682 M $ 2228134 2018/12/31 -29.058 M $ -4.55 %
2025/09/30 SNA SNAP ON INC 0.49% 664.149 M $ 1916571 2013/06/30 66.907 M $ 11.36 %
2025/09/30 QCOM QUALCOMM INC 0.48% 645.966 M $ 3882939 2013/06/30 24.772 M $ 4.46 %
2025/09/30 CVX CHEVRON CORP NEW 0.48% 645.947 M $ 4159621 2013/06/30 42.353 M $ 8.45 %
2025/09/30 LRCX LAM RESEARCH CORP 0.48% 644.047 M $ 4809914 2024/12/31 140.493 M $ 37.56 %
2025/09/30 FTNT FORTINET INC 0.47% 636.962 M $ 7575662 2014/06/30 -125.201 M $ -20.47 %
2025/09/30 AMAT APPLIED MATLS INC 0.47% 635.057 M $ 3101772 2013/06/30 64.072 M $ 11.84 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.46% 619.213 M $ 14089041 2013/06/30 8.840 M $ 1.57 %
2025/09/30 EA ELECTRONIC ARTS INC 0.46% 619.127 M $ 3069543 2013/06/30 102.097 M $ 26.30 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.46% 618.735 M $ 2108126 2013/06/30 -30.591 M $ -4.83 %
2025/09/30 V VISA INC 0.46% 616.622 M $ 1806263 2013/06/30 -24.513 M $ -3.85 %
2025/09/30 ROST ROSS STORES INC 0.46% 616.470 M $ 4045346 2013/06/30 91.050 M $ 19.45 %
2025/09/30 CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.45% 609.398 M $ 9085998 2013/06/30 -92.570 M $ -14.05 %
2025/09/30 PEP PEPSICO INC 0.43% 575.725 M $ 4099435 2013/06/30 33.937 M $ 6.36 %
2025/09/30 MLI MUELLER INDS INC 0.42% 570.176 M $ 5639162 2013/06/30 118.435 M $ 27.23 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.42% 566.813 M $ 1796953 2013/06/30 46.703 M $ 8.80 %
2025/09/30 ANET ARISTA NETWORKS INC 0.42% 565.084 M $ 3878141 2024/12/31 229.444 M $ 42.42 %
2025/09/30 ACM AECOM 0.41% 550.110 M $ 4216372 2013/06/30 36.175 M $ 15.60 %
2025/09/30 FFIV F5 INC 0.39% 528.209 M $ 1634361 2013/06/30 46.641 M $ 9.81 %
2025/09/30 LDOS LEIDOS HOLDINGS INC 0.39% 525.586 M $ 2781469 2015/09/30 93.279 M $ 19.78 %
2025/09/30 ABT ABBOTT LABS 0.39% 518.901 M $ 3874127 2013/06/30 -6.341 M $ -1.52 %
2025/09/30 CHKP CHECK POINT SOFTWARE TECH LT 0.38% 516.711 M $ 2497275 2013/06/30 -27.244 M $ -6.48 %
2025/09/30 CYBR CYBERARK SOFTWARE LTD 0.38% 514.174 M $ 1064211 2015/09/30 86.173 M $ 18.75 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.37% 503.544 M $ 2041945 2013/06/30 -57.444 M $ -17.49 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.36% 488.564 M $ 4483889 2013/06/30 78.859 M $ 19.59 %
2025/09/30 DASH DOORDASH INC 0.36% 487.111 M $ 1790916 2021/06/30 45.680 M $ 10.34 %
2025/09/30 GOOG ALPHABET INC 0.36% 484.539 M $ 1989484 2015/12/31 166.756 M $ 37.30 %
2025/09/30 MA MASTERCARD INCORPORATED 0.36% 479.512 M $ 843009 2013/06/30 4.750 M $ 1.22 %
2025/09/30 PHM PULTE GROUP INC 0.36% 478.828 M $ 3623917 2013/06/30 85.341 M $ 25.29 %
2025/09/30 ETN EATON CORP PLC 0.35% 475.883 M $ 1271565 2013/06/30 15.096 M $ 4.83 %
2025/09/30 PFE PFIZER INC 0.35% 464.645 M $ 18235662 2013/06/30 21.669 M $ 5.12 %
2025/09/30 GEN GEN DIGITAL INC 0.34% 462.788 M $ 16301095 2019/12/31 -16.058 M $ -3.44 %
2025/09/30 EWBC EAST WEST BANCORP INC 0.34% 459.210 M $ 4313856 2013/06/30 23.490 M $ 5.42 %
2025/09/30 BKR BAKER HUGHES COMPANY 0.34% 454.334 M $ 9325417 2018/06/30 77.010 M $ 27.07 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.34% 453.418 M $ 489848 2013/06/30 -28.463 M $ -6.50 %
2025/09/30 RJF RAYMOND JAMES FINL INC 0.33% 448.332 M $ 2597519 2013/06/30 47.797 M $ 12.54 %
2025/09/30 UNM UNUM GROUP 0.33% 446.063 M $ 5734937 2013/06/30 -16.425 M $ -3.69 %
2025/09/30 WSM WILLIAMS SONOMA INC 0.33% 443.566 M $ 2269461 2013/06/30 55.706 M $ 19.64 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.33% 439.288 M $ 1322520 2013/06/30 16.549 M $ 4.13 %
2025/09/30 AKAM AKAMAI TECHNOLOGIES INC 0.33% 439.003 M $ 5794655 2013/06/30 -24.248 M $ -5.02 %
2025/09/30 OKTA OKTA INC 0.32% 431.360 M $ 4704039 2018/06/30 -40.532 M $ -8.27 %
2025/09/30 FIX COMFORT SYS USA INC 0.32% 423.529 M $ 513257 2013/12/31 114.249 M $ 53.89 %
2025/09/30 HIG HARTFORD INSURANCE GROUP INC 0.31% 421.837 M $ 3162437 2013/06/30 17.670 M $ 5.14 %
2025/09/30 PCAR PACCAR INC 0.31% 420.948 M $ 4281414 2013/06/30 14.102 M $ 3.43 %
2025/09/30 MRK MERCK & CO INC 0.31% 420.624 M $ 5011611 2013/06/30 24.087 M $ 6.03 %
2025/09/30 TXN TEXAS INSTRS INC 0.31% 417.292 M $ 2271223 2013/06/30 -50.328 M $ -11.51 %
2025/09/30 TRV TRAVELERS COMPANIES INC 0.31% 416.255 M $ 1490778 2013/06/30 17.058 M $ 4.37 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.31% 414.833 M $ 2237261 2013/06/30 68.249 M $ 21.39 %
2025/09/30 MPWR MONOLITHIC PWR SYS INC 0.31% 412.263 M $ 447801 2013/06/30 50.945 M $ 25.88 %
2025/09/30 RBRK RUBRIK INC. 0.30% 406.955 M $ 4947785 2024/06/30 -32.756 M $ -8.19 %
2025/09/30 CB CHUBB LIMITED 0.30% 406.394 M $ 1439838 2016/03/31 -9.576 M $ -2.58 %
2025/09/30 APP APPLOVIN CORP 0.30% 403.855 M $ 562050 2021/06/30 265.441 M $ 105.25 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.30% 401.650 M $ 1998954 2013/06/30 22.762 M $ 7.78 %
2025/09/30 GEV GE VERNOVA INC 0.30% 400.080 M $ 650643 2024/06/30 38.334 M $ 16.21 %
2025/09/30 JCI JOHNSON CTLS INTL PLC 0.29% 386.994 M $ 3519724 2016/09/30 12.358 M $ 4.10 %
2025/09/30 MO ALTRIA GROUP INC 0.28% 380.979 M $ 5767159 2013/06/30 46.777 M $ 12.67 %
2025/09/30 GE GE AEROSPACE 0.28% 379.796 M $ 1262536 2021/09/30 39.528 M $ 16.87 %
2025/09/30 TSLA TESLA INC 0.28% 379.005 M $ 852233 2013/06/30 92.124 M $ 40.00 %
2025/09/30 VLTO VERALTO CORP 0.28% 374.042 M $ 3508512 2023/12/31 15.978 M $ 5.61 %
2025/09/30 SYF SYNCHRONY FINANCIAL 0.27% 362.635 M $ 5103945 2014/09/30 23.281 M $ 6.46 %
2025/09/30 BAH BOOZ ALLEN HAMILTON HLDG COR 0.27% 356.927 M $ 3571053 2013/06/30 -13.496 M $ -4.01 %
2025/09/30 CBOE CBOE GLOBAL MKTS INC 0.27% 356.040 M $ 1451743 2015/12/31 5.545 M $ 5.16 %
2025/09/30 CMCSA COMCAST CORP NEW 0.26% 355.428 M $ 11312148 2013/06/30 -43.499 M $ -11.96 %
2025/09/30 RBLX ROBLOX CORP 0.26% 354.833 M $ 2561604 2021/06/30 79.045 M $ 31.67 %
2025/09/30 CPRT COPART INC 0.26% 350.595 M $ 7796203 2016/03/31 -26.976 M $ -8.36 %
2025/09/30 GILD GILEAD SCIENCES INC 0.26% 342.910 M $ 3089283 2013/06/30 157.920 K $ 0.12 %
2025/09/30 BLK BLACKROCK INC 0.25% 340.717 M $ 292243 2024/12/31 63.371 M $ 11.11 %
2025/09/30 EME EMCOR GROUP INC 0.25% 338.878 M $ 521720 2013/06/30 60.960 M $ 21.43 %
2025/09/30 OTEX OPEN TEXT CORP 0.25% 337.445 M $ 9027450 2013/06/30 67.584 M $ 28.01 %
2025/09/30 PWR QUANTA SVCS INC 0.25% 336.819 M $ 812748 2013/06/30 22.745 M $ 9.61 %
2025/09/30 WMS ADVANCED DRAIN SYS INC DEL 0.25% 335.230 M $ 2416942 2016/12/31 51.942 M $ 20.76 %
2025/09/30 WRB BERKLEY W R CORP 0.24% 323.408 M $ 4220936 2013/06/30 12.470 M $ 4.29 %
2025/09/30 STT STATE STR CORP 0.24% 318.754 M $ 2747646 2013/06/30 19.429 M $ 9.09 %
2025/09/30 HD HOME DEPOT INC 0.23% 314.457 M $ 776074 2013/06/30 29.736 M $ 10.51 %
2025/09/30 SNOW SNOWFLAKE INC 0.23% 313.219 M $ 1388689 2020/12/31 2.336 M $ 0.80 %