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First Trust Advisors LP
First Trust Advisors LP is a leading asset management and investment advisory firm headquartered in Wheaton, Illinois. Founded in 1991, the firm provides a broad range of investment solutions, including ETFs, closed-end funds, mutual funds, and separate managed accounts. With approximately 520 employees, First Trust serves individual investors, financial advisors, and institutional clients by developing innovative investment products and strategies across asset classes.
Investment Strategy
First Trust Advisors LP offers a diverse suite of actively managed and index-based investment products, with expertise in ETFs, mutual funds, and separately managed accounts. The firm's investment approach focuses on offering innovative, rules-based, quant-driven, and fundamental strategies designed to meet a variety of investment objectives, such as growth, income, and risk mitigation. First Trust emphasizes transparency, disciplined portfolio construction, risk management, and the use of proprietary research to deliver value to investors across asset classes and market conditions.
Latest 13F Filing Activity
First Trust Advisors LP filed their most recent 13F report on Jun 30, 2025 disclosing 2,553 equity positions with a total 13F market value of $124B. The fund increased holdings in First TR Exchange-traded FD, Broadcom Inc., Exxon Mobil Corp. among other positions. First Trust Advisors LP reduced exposure to First TR Nasdaq 100 Tech Ind, Philip Morris Intl Inc., Abbvie Inc. among others.
Top Holdings
Equity Positions (2,553)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CSCO | CISCO SYS INC | 1.69% | $2.11B | 30,356,336 | $47.36 | $69.38 | +$343.7M |
M MSFT | MICROSOFT CORP | 1.37% | $1.70B | 3,419,860 | $289.22 | $497.41 | +$428.9M |
A AVGO | BROADCOM INC | 1.29% | $1.61B | 5,835,094 | $50.31 | $275.65 | +$549.3M |
M META | META PLATFORMS INC | 1.24% | $1.54B | 2,090,124 | $283.17 | $738.09 | +$304.9M |
A AMZN | AMAZON COM INC | 1.00% | $1.25B | 5,685,488 | $91.95 | $219.39 | +$226.5M |
Industry Allocation
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