First Trust Advisors LP Incresed Positions in Q3 2025

First Trust Advisors LP

  • $127 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UTG
Reaves Utility Income Fund

Financial Services
7.54K
+ 18.33%
$35.81 - $39.62 $270K - $299K
48.7K $1.93M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
22.5K
+ 33.49%
N/A
89.8K $1.75M
BST
Black Rock Science & Technology Trust

Financial Services
5.14K
+ 7.27%
$38.01 - $41.55 $195K - $214K
75.8K $3.14M
ARLP
Alliance Resource Partners LP

Energy
23.2K
+ 12.49%
$22.54 - $28.0 $523K - $650K
209K $5.29M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
37.7K
+ 42.79%
$10.81 - $11.15 $408K - $421K
126K $1.39M
EMN
Eastman Chemical CO

Basic Materials
87.6K
+ 19.97%
$58.79 - $81.56 $5.15M - $7.15M
526K $33.2M
IAU
Ishares Gold Trust

ETFs
1.85K
+ 6.66%
$61.62 - $72.77 $114K - $135K
29.7K $2.16M
DRH
Diamond Rock Hospitality CO

Real Estate
43.1K
+ 17.0%
$7.57 - $8.6 $326K - $371K
297K $2.36M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.57K
+ 109.67%
$66.38 - $71.68 $370K - $399K
10.7K $760K
WGO
Winnebago Industries Inc

Consumer Cyclical
7.89K
+ 22.8%
$28.84 - $36.79 $228K - $290K
42.5K $1.42M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
15.1K
+ 12.17%
$23.6 - $24.47 $357K - $370K
139K $3.41M
NIO
Nio Inc.

Consumer Cyclical
14K
+ 19.04%
$3.41 - $7.62 $47.6K - $106K
87.2K $664K
ACWI
Ishares Msci Acwi ETF

ETFs
2.61K
+ 48.83%
$128.32 - $138.41 $335K - $361K
7.95K $1.1M
ATRC
Atri Cure, Inc.

Healthcare
2.28K
+ 1.71%
$29.24 - $37.87 $66.6K - $86.3K
135K $4.76M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
7.05K
+ 13.71%
N/A
58.4K $3.37M
SIGA
Siga Technologies Inc

Healthcare
732
+ 0.49%
$6.46 - $9.48 $4.73K - $6.94K
152K $1.39M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
161
+ 2.34%
$567.77 - $614.76 $91.4K - $99K
7.04K $4.31M
PRGS
Progress Software Corp

Technology
32.7K
+ 62.78%
$40.98 - $55.52 $1.34M - $1.81M
84.7K $3.72M
OPCH
Option Care Health, Inc.

Healthcare
20.7K
+ 54.86%
$26.82 - $31.95 $554K - $660K
58.3K $1.62M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
17.2K
+ 9.88%
$20.24 - $21.27 $347K - $365K
191K $4.03M
SHO
Sunstone Hotel Investors, Inc.

Real Estate
38.9K
+ 17.06%
N/A
267K $2.71M
CET
Central Securities Corp

Financial Services
4.59K
+ 10.17%
$47.84 - $51.7 $219K - $237K
49.7K $2.55M
AER
Aer Cap Holdings N.V.

Industrials
2.26K
+ 7.72%
$107.25 - $124.42 $242K - $281K
31.5K $3.81M
CCJ
Cameco Corp

Energy
3.8K
+ 54.88%
$70.47 - $86.89 $268K - $330K
10.7K $899K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
7.1K
+ 117.77%
$49.0 - $51.91 $348K - $369K
13.1K $681K
CCSI
Consensus Cloud Solutions, Inc.

Technology
504
+ 0.87%
$19.66 - $29.46 $9.91K - $14.8K
58.6K $1.72M
SUN
Sunoco LP

Energy
10.9K
+ 23.82%
$48.42 - $55.31 $528K - $603K
56.7K $2.83M
VTV
Vanguard Value ETF

ETFs
1.59K
+ 20.36%
$175.51 - $186.57 $279K - $296K
9.39K $1.75M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
3.38K
+ 2.78%
$30.8 - $37.14 $104K - $125K
125K $4.24M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
31.6K
+ 33.63%
$12.11 - $12.64 $383K - $400K
126K $1.56M
OBE
Obsidian Energy Ltd.

Energy
2.82K
+ 0.82%
$5.36 - $6.71 $15.1K - $18.9K
347K $2.27M
PGNY
Progyny, Inc.

Healthcare
19.4K
+ 16.09%
$21.24 - $24.27 $411K - $470K
140K $3.01M
NTST
Netstreit Corp.

Real Estate
10.5K
+ 7.12%
$16.82 - $18.96 $177K - $200K
158K $2.86M
VV
Vanguard Large Cap ETF

ETFs
773
+ 14.73%
$285.05 - $309.14 $220K - $239K
6.02K $1.85M
DMLP
Dorchester Minerals, L.P.

Energy
25.9K
+ 15.85%
$24.12 - $27.96 $625K - $725K
190K $4.91M
FTGC
First Trust Global Tactical CO

ETFs
11K
+ 22.14%
$24.67 - $26.32 $272K - $291K
60.9K $1.58M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.03K
+ 59.62%
$276.51 - $305.12 $285K - $314K
2.76K $819K
TCBK
Trico Bancshares

Financial Services
1.48K
+ 2.11%
$40.26 - $46.49 $59.5K - $68.8K
71.6K $3.18M
BXP
Boston Properties Inc

Real Estate
754
+ 1.87%
$62.11 - $78.93 $46.8K - $59.5K
41.1K $3.06M
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
13.5K
+ 14.56%
$18.96 - $20.04 $256K - $271K
106K $2.12M
MDU
Mdu Resources Group Inc

Industrials
7.8K
+ 4.68%
$15.85 - $17.81 $124K - $139K
174K $3.11M
WDI
Western Asset Diversified Income Fund

ETFs
23.4K
+ 18.25%
$14.7 - $15.25 $344K - $357K
152K $2.23M
NMAI
Nuveen Multi Asset Income Fund

ETFs
23K
+ 29.76%
$12.35 - $13.01 $284K - $299K
100K $1.3M
AHCO
Adapt Health Corp.

Healthcare
52.9K
+ 16.84%
$8.68 - $10.11 $459K - $535K
367K $3.28M
URTH
Ishares Msci World ETF

ETFs
627
+ 3.66%
$168.96 - $181.71 $106K - $114K
17.8K $3.23M
EQNR
Equinor Asa

Energy
13.6K
+ 86.6%
$23.7 - $27.1 $321K - $367K
29.2K $712K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.33K
+ 41.96%
$98.99 - $112.2 $230K - $261K
7.87K $870K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
2.02K
+ 32.67%
$87.06 - $104.97 $176K - $212K
8.19K $859K
TY
Tri Continental Corp

Financial Services
5.01K
+ 8.0%
$31.7 - $34.11 $159K - $171K
67.6K $2.3M
Activity Summary
Buys All Purchases 1381 New Holdings 187 Increased Positions 1194 Sells All Sells 1170 Reductions 1170 Sold out 0 Options Calls 0 Puts 0
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