FIRST TRUST ADVISORS LP
Institutional investor · Portfolio as of Q4 2019
Top Holdings2,381 positions
CISCO SYS INC | 17.3M | $830.8M | 1.4% | $38.31 | +2.94% | 5 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 446,788 | $825.6M | 1.4% | $76.06 | +21.47% | 5 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 3.3M | $671.1M | 1.1% | $129.85 | +56.57% | 5 qtrssince 2018-Q4 | Decreased 0 |
FIRST TR EXCHANGE-TRADED FD | 6.2M | $623.5M | 1.1% | $67.48 | +46.91% | 5 qtrssince 2018-Q4 | Increased 51 |
FIRST TR EXCHANGE-TRADED FD | 8.4M | $608.4M | 1.0% | $52.16 | +37.67% | 5 qtrssince 2018-Q4 | Increased 51 |
FIRST TR EXCHANGE-TRADED FD | 17.4M | $581.7M | 1.0% | $27.07 | +5.73% | 2 qtrssince 2019-Q3 | Increased 45 |
FIRST TR EXCHANGE-TRADED FD | 4M | $559.8M | 1.0% | $117.20 | +18.70% | 5 qtrssince 2018-Q4 | Increased 45 |
FIRST TR EXCHANGE-TRADED FD | 18.9M | $551.5M | 0.9% | $24.08 | +2.73% | 3 qtrssince 2019-Q2 | Increased 45 |
ALPHABET INC | 379,168 | $507.9M | 0.9% | $52.07 | +27.40% | 5 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 2.8M | $438.1M | 0.7% | $101.87 | +46.05% | 5 qtrssince 2018-Q4 | Increased 45 |
SALESFORCE INC | 2.7M | $436.9M | 0.7% | $134.64 | +18.74% | 5 qtrssince 2018-Q4 | Decreased 0 |
PAYPAL HLDGS INC | 4M | $430.5M | 0.7% | $83.27 | +28.48% | 5 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 310,919 | $415.7M | 0.7% | $51.64 | +28.25% | 5 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC. | 1.2M | $395.8M | 0.7% | $26.77 | +20.89% | 5 qtrssince 2018-Q4 | Decreased 0 |
AT&T INC | 9.3M | $363.1M | 0.6% | $13.10 | +40.73% | 5 qtrssince 2018-Q4 | Increased 44 |
CITRIX SYSTEMS INC | 3M | $334.6M | 0.6% | — | — | 5 qtrssince 2018-Q4 | Decreased 0 |
AKAMAI TECHNOLOGIES INC | 3.8M | $328M | 0.6% | $65.57 | +31.73% | 5 qtrssince 2018-Q4 | Increased 49 |
VERIZON COMMUNICATIONS INC | 5.3M | $327.5M | 0.6% | $36.46 | +12.11% | 5 qtrssince 2018-Q4 | Increased 45 |
VERISIGN INC | 1.7M | $320.6M | 0.5% | $145.62 | +30.93% | 5 qtrssince 2018-Q4 | Decreased 0 |
EBAY INC. | 8.6M | $312.3M | 0.5% | $25.38 | +27.36% | 5 qtrssince 2018-Q4 | Increased 46 |
FIRST TRUST ADVISORS LP manages $58.6B across 2381 positions as of Q4 2019. Top holdings: CSCO (1.4%), AMZN (1.4%), META (1.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 150 new positions, 159 exits, 1096 increased. Top move: QTEC (INCREASED, conviction 51). Portfolio: $58.6B across 2381 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