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 |
---|---|---|---|
XUnited States Stl Corp New
| 0.02% | $14.523M 411,070 shares@ $35.33 avg price | New Position |
FISFidelity Natl Information Sv
| 0.02% | $14.22M 169,792 shares@ $83.75 avg price | New Position |
TEMTempus Ai Inc
| 0.01% | $10.257M 181,227 shares@ $56.6 avg price | New Position |
YETIYeti Hldgs Inc
| 0.01% | $10.08M 245,676 shares@ $41.03 avg price | New Position |
SHYFShyft Group Inc
| 0.01% | $9.252M 737,244 shares@ $12.55 avg price | New Position |
IIINInsteel Inds Inc
| 0.01% | $8.545M 274,832 shares@ $31.09 avg price | New Position |
TRNSTranscat Inc
| 0.01% | $7.926M 65,628 shares@ $120.77 avg price | New Position |
KRYSKrystal Biotech Inc
| 0.01% | $7.174M 39,411 shares@ $182.03 avg price | New Position |
XRAYDentsply Sirona Inc
| 0.01% | $7.019M 259,383 shares@ $27.06 avg price | New Position |
ZIMZim Integrated Shipping Serv
| 0.01% | $6.624M 258,130 shares@ $25.66 avg price | New Position |