First Trust Advisors LP Incresed Positions in Q2 2025

First Trust Advisors LP

  • $118 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
42.5K
+ 26.43%
$8.4 - $8.8 $357K - $374K
203K $1.78M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
622
+ 1.95%
$65.04 - $82.18 $40.5K - $51.1K
32.4K $2.67M
EFX
Equifax Inc

Industrials
966
+ 14.49%
$205.5 - $280.54 $199K - $271K
7.63K $1.98M
WGO
Winnebago Industries Inc

Consumer Cyclical
15.8K
+ 83.94%
$28.24 - $37.27 $446K - $589K
34.6K $1M
MITK
Mitek Systems Inc

Technology
8.93K
+ 5.58%
$7.11 - $10.34 $63.5K - $92.3K
169K $1.67M
SAM
Boston Beer CO Inc

Consumer Defensive
4.59K
+ 41.49%
$187.06 - $249.73 $859K - $1.15M
15.7K $2.99M
AOSL
Alpha & Omega Semiconductor LTD

Technology
12.6K
+ 75.39%
$16.25 - $25.8 $205K - $326K
29.4K $754K
SHBI
Shore Bancshares Inc

Financial Services
5.16K
+ 4.51%
$11.78 - $15.72 $60.7K - $81.1K
119K $1.88M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
78.4K
+ 29.73%
$45.71 - $61.66 $3.58M - $4.83M
342K $16.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
521
+ 1.27%
$58.41 - $72.69 $30.4K - $37.9K
41.7K $3.03M
CWCO
Consolidated Water Co. Ltd.

Utilities
2.13K
+ 4.6%
$22.81 - $30.14 $48.5K - $64.1K
48.3K $1.45M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
6.55K
+ 19.36%
$78.57 - $89.09 $515K - $584K
40.4K $3.22M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
671
+ 68.54%
$376.48 - $440.65 $253K - $296K
1.65K $727K
SMLR
Semler Scientific, Inc.

Healthcare
7.45K
+ 74.4%
$28.89 - $45.11 $215K - $336K
17.5K $676K
ACWI
Ishares Msci Acwi ETF

ETFs
2.13K
+ 66.12%
$103.59 - $128.6 $220K - $273K
5.34K $686K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
4.01K
+ 9.39%
$29.03 - $38.72 $116K - $155K
46.7K $1.78M
FN
Fabrinet

Technology
415
+ 21.87%
$171.03 - $298.93 $71K - $124K
2.31K $681K
SMPL
Simply Good Foods CO

Consumer Defensive
16.4K
+ 22.38%
$31.59 - $38.0 $518K - $623K
89.7K $2.83M
NWL
Newell Brands Inc.

Consumer Defensive
65.2K
+ 100.43%
$4.48 - $6.27 $292K - $409K
130K $702K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
6.68K
+ 5.19%
$42.72 - $44.24 $285K - $295K
135K $5.94M
CCBG
Capital City Bank Group Inc

Financial Services
2.73K
+ 5.18%
$33.01 - $39.35 $90.2K - $108K
55.5K $2.18M
RDY
Dr Reddys Laboratories LTD

Healthcare
12.4K
+ 23.26%
$12.36 - $16.17 $153K - $200K
65.7K $986K
ROG
Rogers Corp

Technology
3.75K
+ 22.66%
$52.69 - $71.02 $197K - $266K
20.3K $1.39M
BME
Black Rock Health Sciences Trust

Financial Services
7.75K
+ 108.05%
$34.86 - $38.42 $270K - $298K
14.9K $544K
IVE
Ishares S&P 500 Value ETF

ETFs
731
+ 2.83%
$168.34 - $195.42 $123K - $143K
26.5K $5.18M
CRCT
Cricut, Inc.

Technology
1.98K
+ 1.3%
$4.11 - $6.77 $8.13K - $13.4K
154K $1.05M
NPK
National Presto Industries Inc

Industrials
574
+ 2.82%
$81.06 - $99.62 $46.5K - $57.2K
21K $2.05M
KE
Kimball Electronics, Inc.

Industrials
2.53K
+ 3.32%
$12.91 - $19.33 $32.7K - $48.9K
78.7K $1.51M
LXU
Lsb Industries, Inc.

Basic Materials
7.3K
+ 4.44%
$4.98 - $8.66 $36.3K - $63.2K
172K $1.34M
UMH
Umh Properties, Inc.

Real Estate
23.8K
+ 31.62%
$16.36 - $18.82 $390K - $448K
99.1K $1.66M
GDV
Gabelli Dividend & Income Trust

Financial Services
2.14K
+ 2.03%
$21.11 - $26.01 $45.1K - $55.6K
107K $2.79M
OPRA
Opera LTD

Communication Services
1.86K
+ 2.55%
$13.79 - $19.1 $25.7K - $35.6K
74.8K $1.41M
FORM
Formfactor Inc

Technology
3.54K
+ 17.57%
$23.18 - $35.26 $82K - $125K
23.7K $815K
HQL
Tekla Life Sciences Investors

Financial Services
18.7K
+ 112.18%
$10.87 - $13.02 $203K - $243K
35.3K $452K
KBE
Spdr S&P Bank ETF

ETFs
2.13K
+ 5.0%
$45.85 - $55.78 $97.5K - $119K
44.6K $2.49M
EMLP
First Tr Exchange Traded Iv

ETFs
6.3K
+ 89.97%
$33.62 - $37.89 $212K - $239K
13.3K $498K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.88K
+ 79.01%
$48.13 - $49.85 $235K - $243K
11.1K $541K
ATRO
Astronics Corp

Industrials
3.49K
+ 27.72%
$20.03 - $35.81 $69.9K - $125K
16.1K $538K
OMC
Omnicom Group Inc.

Communication Services
107K
+ 15.73%
$69.22 - $79.77 $7.39M - $8.52M
786K $56.5M
SENEA
Seneca Foods Corp

Consumer Defensive
575
+ 4.1%
$82.54 - $101.43 $47.5K - $58.3K
14.6K $1.48M
TFSL
Tfs Financial Corp

Financial Services
10.5K
+ 6.18%
$11.62 - $13.54 $122K - $143K
181K $2.34M
CPF
Central Pacific Financial Corp

Financial Services
4.94K
+ 5.33%
$23.98 - $28.03 $118K - $138K
97.7K $2.74M
VO
Vanguard Mid Cap ETF

ETFs
522
+ 12.93%
$228.54 - $279.83 $119K - $146K
4.56K $1.28M
MCHI
Ishares Msci China ETF

ETFs
3.83K
+ 15.17%
$45.22 - $55.86 $173K - $214K
29.1K $1.6M
PUK
Prudential PLC

Financial Services
7.01K
+ 49.54%
$18.03 - $25.49 $126K - $179K
21.1K $529K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
17.2K
+ 31.78%
$10.73 - $12.54 $185K - $216K
71.5K $887K
HAFC
Hanmi Financial Corp

Financial Services
6.69K
+ 24.14%
$20.42 - $24.81 $137K - $166K
34.4K $849K
PB
Prosperity Bancshares Inc

Financial Services
7.55K
+ 2.73%
$63.76 - $73.75 $482K - $557K
284K $20M
FEIM
Frequency Electronics Inc

Technology
1.32K
+ 4.98%
$15.06 - $23.24 $19.9K - $30.7K
27.9K $632K
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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