First Trust Advisors LP
Annual return '25
+11.6%
SPY '25
+17.7%
Alpha
-6.1ptsvs SPY
Invested
$140B
Holdings
2,599
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 99.8% (9.89M → 24.3k shares)
1.3%
02
$CSCO
CISCO SYS INC
Q1 2026: Sold 99.8% (51.72M → 107.7k shares)
1.2%
03
$AVGO
BROADCOM INC
Q1 2026: Exited (was 4.75M shares)
1.1%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 99.0% (7.25M → 71.7k shares)
1.1%
05
$GOOGL
ALPHABET INC
Q1 2026: Sold 98.0% (4.85M → 97.4k shares)
1.0%
06
$AAPL
APPLE INC
Q1 2026: Sold 97.0% (4.31M → 128.1k shares)
0.9%
07
$BAC
BANK AMERICA CORP
Q1 2026: Sold 100.0% (36.76M → 6.3k shares)
0.9%
08
$META
META PLATFORMS INC
Q1 2026: Exited (was 2.15M shares)
0.8%
09
$XOM
EXXON MOBIL CORP
Q1 2026: Sold 100.0% (13.15M → 6.6k shares)
0.7%
10
$PANW
PALO ALTO NETWORKS INC
Q1 2026: Exited (was 6.19M shares)
0.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:10 UTC.