FIRST TRUST ADVISORS LP
Institutional investor · Portfolio as of Q4 2020
Top Holdings2,303 positions
AMAZON COM INC | 439,116 | $1.4B | 1.9% | $83.95 | +93.99% | 9 qtrssince 2018-Q4 | Increased 51 |
CISCO SYS INC | 23.9M | $1.1B | 1.4% | $37.50 | +1.49% | 9 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 538,894 | $944.5M | 1.3% | $57.07 | +52.09% | 9 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 3.4M | $916.3M | 1.2% | $140.91 | +92.02% | 9 qtrssince 2018-Q4 | Decreased 0 |
SALESFORCE INC | 3M | $661.6M | 0.9% | $151.36 | +44.52% | 9 qtrssince 2018-Q4 | Increased 51 |
PAYPAL HLDGS INC | 2.8M | $651.5M | 0.9% | $83.27 | +178.16% | 9 qtrssince 2018-Q4 | Decreased 0 |
NETFLIX INC. | 1.1M | $604.1M | 0.8% | $31.30 | +72.77% | 9 qtrssince 2018-Q4 | Decreased 0 |
FIRST TR EXCHANGE-TRADED FD | 5.1M | $565.4M | 0.7% | $52.16 | +112.29% | 9 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 2.4M | $535.5M | 0.7% | $117.80 | +80.03% | 9 qtrssince 2018-Q4 | Decreased 0 |
FIRST TR EXCHANGE-TRADED FD | 3.8M | $528.6M | 0.7% | $68.54 | +100.70% | 9 qtrssince 2018-Q4 | Decreased 0 |
FIRST TR EXCHANGE TRADED FD | 18.7M | $523.9M | 0.7% | $21.28 | +20.39% | 2 qtrssince 2020-Q3 | Decreased 0 |
FIRST TR EXCHANGE TRADED FD | 10.2M | $520.7M | 0.7% | $35.65 | +37.53% | 3 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC | 295,881 | $518.3M | 0.7% | $52.57 | +65.05% | 9 qtrssince 2018-Q4 | Decreased 0 |
FIRST TR EXCHANGE-TRADED FD | 2.4M | $499.6M | 0.7% | $117.20 | +81.08% | 9 qtrssince 2018-Q4 | Decreased 0 |
OKTA INC | 1.9M | $491.9M | 0.7% | $64.56 | +293.84% | 9 qtrssince 2018-Q4 | Decreased 0 |
ZOOM COMMUNICATIONS INC | 1.5M | $490.2M | 0.6% | $283.10 | +24.83% | 6 qtrssince 2019-Q3 | Increased 51 |
DOCUSIGN INC | 2.2M | $489.4M | 0.6% | $53.64 | +314.42% | 9 qtrssince 2018-Q4 | Decreased 0 |
SNAP INC | 9.3M | $468.1M | 0.6% | $8.27 | +505.20% | 9 qtrssince 2018-Q4 | Decreased 0 |
WORKDAY INC | 1.9M | $466.5M | 0.6% | $182.91 | +29.54% | 9 qtrssince 2018-Q4 | Increased 46 |
AKAMAI TECHNOLOGIES INC | 4.1M | $434.3M | 0.6% | $77.01 | +36.33% | 9 qtrssince 2018-Q4 | Increased 48 |
FIRST TRUST ADVISORS LP manages $75.5B across 2303 positions as of Q4 2020. Top holdings: AMZN (1.9%), CSCO (1.4%), GOOGL (1.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 199 new positions, 195 exits, 1134 increased. Top move: AMZN (INCREASED, conviction 51). Portfolio: $75.5B across 2303 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR