FIRST TRUST ADVISORS LP
Institutional investor · Portfolio as of Q3 2024
Top Holdings2,355 positions
CISCO SYS INC | 30.3M | $1.6B | 1.5% | $41.17 | +22.78% | 24 qtrssince 2018-Q4 | Decreased 0 |
BROADCOM | 7M | $1.2B | 1.2% | $46.91 | +261.50% | 24 qtrssince 2018-Q4 | Increased 81 |
MICROSOFT | 2.6M | $1.1B | 1.1% | $253.96 | +66.80% | 24 qtrssince 2018-Q4 | Increased 54 |
META PLATFORMS | 1.5M | $873.6M | 0.8% | $171.50 | +231.61% | 24 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM | 4.6M | $853.8M | 0.8% | $88.86 | +109.69% | 24 qtrssince 2018-Q4 | Decreased 0 |
FIRST TR EXCHANGE TRADED FD | 8.9M | $832.1M | 0.8% | $64.39 | +44.06% | 7 qtrssince 2023-Q1 | Decreased 0 |
FIRST TR EXCHANGE-TRADED FD | 10.9M | $822.7M | 0.8% | $53.88 | +38.45% | 15 qtrssince 2021-Q1 | Decreased 0 |
FIRST TR EXCHANGE-TRADED FD | 3.8M | $805.6M | 0.8% | $163.88 | +29.26% | 24 qtrssince 2018-Q4 | Decreased 0 |
FIRST TR EXCHANGE-TRADED FD | 4.2M | $804.6M | 0.8% | $146.08 | +30.94% | 5 qtrssince 2023-Q3 | Decreased 0 |
CROWDSTRIKE HLDGS INC | 2.7M | $768M | 0.7% | $52.09 | +34.61% | 22 qtrssince 2019-Q2 | Increased 53 |
FIRST TR EXCHANGE TRADED FD | 12M | $761.4M | 0.7% | $50.73 | +22.68% | 7 qtrssince 2023-Q1 | Decreased 0 |
PALO ALTO NETWORKS INC | 2.2M | $745.3M | 0.7% | $82.25 | +107.78% | 24 qtrssince 2018-Q4 | Decreased 0 |
INTL BUSINESS MACHINES | 3.2M | $703.9M | 0.7% | $105.97 | +97.76% | 24 qtrssince 2018-Q4 | Decreased 0 |
QUALCOMM INC | 3.9M | $665.4M | 0.6% | $119.35 | +36.50% | 24 qtrssince 2018-Q4 | Increased 55 |
COGNIZANT TECHNOLOGY SOLUTIO | 8.6M | $662.7M | 0.6% | $64.72 | +14.82% | 24 qtrssince 2018-Q4 | Decreased 0 |
INFOSYS LTD | 28.3M | $630.3M | 0.6% | $16.28 | +28.58% | 24 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET - CLASS A | 3.7M | $614.6M | 0.6% | $85.60 | +92.40% | 24 qtrssince 2018-Q4 | Increased 51 |
APPLE | 2.6M | $612.3M | 0.6% | $152.19 | +51.83% | 24 qtrssince 2018-Q4 | Decreased 0 |
ABBVIE INC | 3.1M | $607.5M | 0.6% | $121.39 | +51.40% | 24 qtrssince 2018-Q4 | Decreased 0 |
APPLIED MATERIALS | 2.9M | $585.8M | 0.6% | $138.98 | +43.09% | 24 qtrssince 2018-Q4 | Increased 53 |
FIRST TRUST ADVISORS LP manages $105B across 2355 positions as of Q3 2024. Top holdings: CSCO (1.5%), AVGO (1.2%), MSFT (1.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 217 new positions, 172 exits, 1139 increased. Top move: AVGO (INCREASED, conviction 81). Portfolio: $105.0B across 2355 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR