Skip to main content
Livermore
Livermore
ZHEN

First Trust Advisors LP

SEC CIK
0001125816
Latest filing
Aug 11, 2026

PFG holding history

Principal Financial Group Inc in every 13F filed by First Trust Advisors LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFG overviewAll 13F holders of PFGFull Q2 2026 holdings

Shares (Q2 2026)
142,722
Value
$15.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PFG by First Trust Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026142,722$15.4M<0.1%−412,765−74.3%ReducedHolders
Q1 2026555,487$50.1M<0.1%−132,541−19.3%ReducedHolders
Q4 2025688,028$60.7M<0.1%+107,981+18.6%AddedHolders
Q3 2025580,047$48.1M<0.1%−110,481−16.0%ReducedHolders
Q2 2025690,528$54.8M<0.1%+466,786+208.6%AddedHolders
Q1 2025223,742$18.9M<0.1%+32,650+17.1%AddedHolders
Q4 2024191,092$14.8M<0.1%+88,656+86.5%AddedHolders
Q3 2024102,436$8.80M<0.1%+42,549+71.0%AddedHolders
Q2 202459,887$4.70M<0.1%−102,680−63.2%ReducedHolders
Q1 2024162,567$14.0M<0.1%−2,621,011−94.2%ReducedHolders
Q4 20232,783,578$219.0M0.2%+144,262+5.5%AddedHolders
Q3 20232,639,316$190.2M0.2%−22,676−0.9%ReducedHolders
Q2 20232,661,992$201.9M0.2%−2,240,032−45.7%ReducedHolders
Q1 20234,902,024$364.3M0.4%+2,063,939+72.7%AddedHolders
Q4 20222,838,085$238.2M0.3%+2,255,366+387.0%AddedHolders
Q3 2022582,719$42.0M0.1%−38,162−6.1%ReducedHolders
Q2 2022620,881$41.5M0.1%+58,365+10.4%AddedHolders
Q1 2022562,516$41.3M<0.1%+201,144+55.7%AddedHolders
Q4 2021361,372$26.1M<0.1%−123,560−25.5%ReducedHolders
Q3 2021484,932$31.2M<0.1%−92,061−16.0%ReducedHolders
Q2 2021576,993$36.5M<0.1%+60,313+11.7%AddedHolders
Q1 2021516,680$31.0M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.