Kelly Dehler
@First Trust Advisors Lp
Latest period2024 - Q3ReportedManaged Assets$104.967BTotal holdings2355
Assets growth rate7.03%Assets growth rate (2-Q avg)3.29%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in First Trust Advisors Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2355 positions.
Assets under management
The assets under management (AUM) of First Trust Advisors Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 104.967B in assets, with a quarterly growth rate of 7.03% and a 2-quarter average growth rate of 3.29%. The portfolio is managed by Kelly Dehler, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CSCOCisco Sys Inc
| 1.54% | $1.615B 30.35M shares@ $53.22 avg price | Decreased -2.18% |
METAMeta Platforms Inc
| 0.84% | $873.641M 1.526M shares@ $572.44 avg price | Decreased -5.29% |
AMZNAmazon Com Inc
| 0.82% | $853.762M 4.582M shares@ $186.33 avg price | Decreased -2.46% |
FTXLFirst Tr Exchange-traded Fd
| 0.8% | $832.057M 8.92M shares@ $93.28 avg price | Decreased -1.07% |
FXRFirst Tr Exchange Traded Fd
| 0.79% | $822.719M 10.86M shares@ $75.76 avg price | Decreased -1.07% |
FDNFirst Tr Exchange-traded Fd
| 0.77% | $805.638M 3.803M shares@ $211.83 avg price | Decreased -1.06% |
QTECFirst Tr Nasdaq 100 Tech Ind
| 0.77% | $804.641M 4.206M shares@ $191.31 avg price | Decreased -1.06% |
FXDFirst Tr Exchange Traded Fd
| 0.73% | $761.369M 12.03M shares@ $63.29 avg price | Decreased -1.06% |
PANWPalo Alto Networks Inc
| 0.72% | $745.333M 2.181M shares@ $341.8 avg price | Decreased -7.76% |
IBMInternational Business Machs
| 0.68% | $703.902M 3.184M shares@ $221.08 avg price | Decreased -10.73% |