First Trust Advisors LP Purchases in Q2 2025

First Trust Advisors LP

  • $118 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
6.79K
+ 10.02%
$14.29 - $26.02 $97.1K - $177K
74.6K $1.86M
FDL
First Tr Morningstar Dividend

ETFs
27.7K
+ 15.59%
$38.19 - $43.19 $1.06M - $1.19M
205K $8.59M
POST
Post Holdings, Inc.

Consumer Defensive
18.4K
+ 11.97%
$107.47 - $118.46 $1.98M - $2.18M
172K $18.8M
ICUI
Icu Medical Inc

Healthcare
7K
+ 78.3%
$127.74 - $151.04 $894K - $1.06M
15.9K $2.11M
BXP
Boston Properties Inc

Real Estate
12.7K
+ 45.69%
$56.86 - $74.12 $720K - $938K
40.4K $2.72M
GLDD
Great Lakes Dredge & Dock Corp

Industrials
10.6K
+ 5.07%
$8.04 - $12.35 $85.2K - $131K
220K $2.68M
KLIC
Kulicke & Soffa Industries Inc

Technology
22K
+ 39.63%
$27.65 - $35.38 $609K - $779K
77.6K $2.68M
FLS
Flowserve Corp

Industrials
7.62K
+ 6.01%
$39.49 - $53.64 $301K - $409K
134K $7.04M
THS
Tree House Foods, Inc.

Consumer Defensive
59.7K
+ 144.94%
$19.42 - $26.99 $1.16M - $1.61M
101K $1.96M
PLUG
Plug Power Inc

Industrials
329K
+ 13.34%
$0.7 - $1.49 $231K - $491K
2.8M $4.17M
VRE
Veris Residential, Inc.

Real Estate
61.7K
+ 126.61%
$14.58 - $17.11 $900K - $1.06M
111K $1.65M
RDVY
First Trust Rising Dividend Ac

ETFs
12.2K
+ 104.04%
$51.6 - $62.74 $630K - $766K
23.9K $1.5M
THRM
Gentherm Inc

Consumer Cyclical
24.6K
+ 31.91%
$23.32 - $28.7 $573K - $705K
102K $2.87M
CWST
Casella Waste Systems Inc

Industrials
5.55K
+ 12.38%
$103.78 - $120.37 $576K - $668K
50.4K $5.81M
SPTN
Spartan Nash CO

Consumer Defensive
5.62K
+ 5.28%
$17.62 - $26.57 $99K - $149K
112K $2.97M
RAMP
Live Ramp Holdings, Inc.

Technology
2.78K
+ 2.68%
$23.55 - $33.5 $65.5K - $93.2K
107K $3.52M
PRGS
Progress Software Corp

Technology
3.18K
+ 6.5%
$54.68 - $64.66 $174K - $205K
52K $3.32M
ERIC
Ericsson Lm Telephone CO

Technology
27.9K
+ 3.54%
$6.77 - $8.86 $189K - $247K
816K $6.92M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
57.4K
+ 22.03%
$28.49 - $33.82 $1.64M - $1.94M
318K $9.45M
ECPG
Encore Capital Group Inc

Financial Services
20.6K
New
$27.13 - $40.91 $559K - $843K
20.6K $797K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.56K
+ 42.7%
$114.78 - $133.31 $638K - $741K
18.6K $2.48M
ABCB
Ameris Bancorp

Financial Services
2.87K
+ 3.36%
$50.69 - $64.92 $145K - $186K
88.2K $5.71M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
24.7K
+ 44.33%
$18.37 - $27.72 $453K - $684K
80.3K $2.08M
HLNE
Hamilton Lane Inc

Financial Services
6.64K
+ 26.71%
$126.65 - $175.49 $840K - $1.16M
31.5K $4.47M
WABC
Westamerica Bancorporation

Financial Services
18.8K
+ 29.97%
$43.72 - $50.7 $824K - $955K
81.7K $3.96M
NSA
National Storage Affiliates Trust

Real Estate
26.6K
+ 237.34%
$31.82 - $39.04 $845K - $1.04M
37.8K $1.21M
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
160
+ 0.12%
$38.39 - $51.11 $6.14K - $8.18K
130K $6.61M
BJRI
B Js Restaurants Inc

Consumer Cyclical
637
+ 0.9%
$29.82 - $45.99 $19K - $29.3K
71.6K $3.19M
RCII
Rent A Center Inc De

Industrials
28.5K
+ 36.0%
N/A
108K $2.87M
YELP
Yelp Inc

Communication Services
31.6K
+ 26.77%
$32.56 - $40.93 $1.03M - $1.29M
150K $5.13M
LNTH
Lantheus Holdings, Inc.

Healthcare
19K
+ 37.42%
$73.86 - $108.74 $1.4M - $2.07M
69.8K $5.71M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
23.8K
New
$27.3 - $31.8 $648K - $755K
23.8K $755K
LINC
Lincoln Educational Services Corp

Consumer Defensive
4.03K
+ 4.44%
$15.32 - $23.8 $61.8K - $96K
94.9K $2.19M
IVT
Inven Trust Properties Corp.

Real Estate
29.5K
+ 77.97%
$25.97 - $29.73 $766K - $877K
67.3K $1.84M
SATS
Echo Star Corp

Technology
5.89K
+ 2.2%
$15.99 - $28.81 $94.1K - $170K
274K $7.59M
SPYG
Spdr Portfolio

ETFs
7.68K
New
$71.83 - $95.32 $551K - $732K
7.68K $731K
MGK
Vanguard Mega Cap Growth ETF

ETFs
2K
New
$273.67 - $366.17 $547K - $732K
2K $731K
REZI
Resideo Technologies, Inc.

Industrials
5.12K
+ 3.63%
$14.69 - $22.46 $75.3K - $115K
146K $3.22M
MAIN
Main Street Capital Corp

Financial Services
4.32K
+ 2.35%
$49.15 - $59.32 $212K - $256K
188K $11.1M
LCII
Lci Industries

Consumer Cyclical
6.8K
+ 25.32%
$75.07 - $92.4 $510K - $628K
33.6K $3.07M
PLPC
Preformed Line Products CO

Industrials
1.69K
+ 7.43%
$130.74 - $159.93 $221K - $270K
24.4K $3.9M
STEP
Step Stone Group Inc.

Financial Services
7.67K
+ 8.79%
$42.46 - $60.26 $326K - $462K
95K $5.27M
VET
Vermilion Energy Inc.

Energy
152K
+ 31.3%
$5.43 - $8.24 $825K - $1.25M
637K $4.64M
OEF
Ishares S&P 100 ETF

ETFs
2.63K
+ 84.85%
N/A
5.74K $1.53M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
60.1K
+ 24.82%
$21.4 - $26.31 $1.29M - $1.58M
302K $6.56M
ALRM
Alarm.Com Holdings, Inc.

Technology
11.3K
+ 33.87%
$49.34 - $60.68 $560K - $688K
44.8K $2.54M
SHW
Sherwin Williams CO

Basic Materials
3.08K
+ 4.65%
$313.51 - $363.51 $964K - $1.12M
69.3K $23.8M
DCOM
Dime Community Bancshares, Inc.

Financial Services
25.7K
+ 92.29%
$24.07 - $28.64 $618K - $736K
53.5K $1.44M
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
54.6K
+ 63.55%
$12.7 - $13.53 $693K - $738K
140K $1.82M
Activity Summary
Buys All Purchases 1412 New Holdings 198 Increased Positions 1214 Sells All Sells 1164 Reductions 1164 Sold out 0 Options Calls 0 Puts 0
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