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§ 13F · FUND PROFILE

FIRST TRUST ADVISORS LP.

ETF provider, rules-based strategies
AUM · $124337.6T (13F)Positions · 2844Turnover · 99% · Q4Filed · Feb 13, 2026
BIG MOVE · Q4
Technology cut 1pp. Semiconductors lifted 1pp.
CONCENTRATION
11%
Top 10 holdings
NEW BUYS
+188
+$2195.9T deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → SEMICONDUCTORS
-1pp · +1pp
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 13, 2026
#TickerNameShares$ value% portΔ Q4
1CSCOCISCO SYS INC25.86M$1991.9T1.4%−11%
2NVDANVIDIA CORPORATION9.89M$1844.4T1.3%+24%
3MSFTMICROSOFT CORP3.63M$1754.0T1.3%
4AVGOBROADCOM INC4.75M$1645.7T1.2%−11%
5GOOGLALPHABET INC4.85M$1518.4T1.1%−12%
6METAMETA PLATFORMS INC2.15M$1418.4T1.0%+1%
7AMZNAMAZON COM INC5.23M$1207.1T0.9%−4%
8AAPLAPPLE INC4.31M$1172.6T0.9%+2%
9PANWPALO ALTO NETWORKS INC6.19M$1140.8T0.8%+5%
10INFYINFOSYS LTD58.46M$1041.7T0.8%−1%
§ 02 · SECTOR ALLOCATION

Where the money is

Other56.1% (±0)
Technology16.6% (1pp)
Semiconductors7.9% (+1pp)
Financial Services6.2% (±0)
Banking4.9%
Media4.2% (±0)
§ 03 · THE FIRST SIGNAL

AC read

FIRST TRUST ADVISORS LP is a Passive / Index fund managing $124337582.1 trillion in assets. The fund runs a massive portfolio of 2,844 positions, broad diversification across holdings. Trading activity is aggressive at 99% quarterly turnover, with 188 new positions and 0 exits last quarter. Top sector allocations: Other (56%), Technology (17%), Semiconductors (8%).

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Busy quarter
+188 buys · 0 exits · 2705 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed