First Trust WCM Focused Global Growth Fund
First Trust WCM Focused Global Growth Fund reported 40 holdings worth US$1.66B as of Jun 30, 2026 (Form N-PORT)
As of Jun 30, 2026 · Filed Aug 21, 2026
First Trust WCM Focused Global Growth Fund reported 40 holdings worth US$1.66B as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Sk Square Co., Ltd. and Siemens Energy Ag. Filed Aug 21, 2026 (Form N-PORT).
- Holdings
- 40
- Value as reported
- US$1.66B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1.32M | US$100M | 6.0% |
| Sk Square Co., Ltd. | 84,011 | US$92M | 5.5% |
| Siemens Energy Ag | 481K | US$91M | 5.5% |
| Seagate Technology Holdings Plc | 74,976 | US$72.4M | 4.4% |
| Corning Incorporated | 269K | US$68.8M | 4.1% |
| Rolls-royce Holdings Plc | 3.57M | US$68.5M | 4.1% |
| Applovin Corporation | 132K | US$68.1M | 4.1% |
| Amazon.com, Inc. | 257K | US$61.2M | 3.7% |
| Western Digital Corporation | 72,533 | US$46.3M | 2.8% |
| Illumina, Inc. | 247K | US$43.5M | 2.6% |
| Cardinal Health, Inc. | 181K | US$43.1M | 2.6% |
| Nvidia Corporation | 196K | US$39.3M | 2.4% |
| Meta Platforms, Inc. | 68,373 | US$38.5M | 2.3% |
| Saab Ab Class B | 740K | US$38.3M | 2.3% |
| Bae Systems Plc | 1.51M | US$36.9M | 2.2% |
| Corteva, Inc. | 413K | US$35M | 2.1% |
| 3i Group Plc | 1.05M | US$34.7M | 2.1% |
| Welltower Inc. | 152K | US$34.4M | 2.1% |
| Visa Inc. | 97,044 | US$33.3M | 2.0% |
| Ventas, Inc. | 362K | US$32.1M | 1.9% |
| Microsoft Corp. | 85,983 | US$32.1M | 1.9% |
| Mckesson Corporation | 42,355 | US$32M | 1.9% |
| C.h. Robinson Worldwide, Inc. | 168K | US$31.7M | 1.9% |
| Alphabet Inc (google) Class C | 86,032 | US$30.7M | 1.8% |
| Linde Plc | 58,522 | US$30.4M | 1.8% |
| Novartis Ag | 183K | US$28.7M | 1.7% |
| Heidelberg Materials Ag | 146K | US$27.9M | 1.7% |
| Astrazeneca Plc | 146K | US$27.4M | 1.6% |
| Ge Aerospace | 70,641 | US$26.4M | 1.6% |
| Icici Bank Limited | 1.8M | US$26.3M | 1.6% |
| Vertex Pharmaceuticals Incorporated | 51,589 | US$25.6M | 1.5% |
| Arthur J. Gallagher & Co. | 107K | US$24.7M | 1.5% |
| Reinsurance Group Of America, Incorporated | 103K | US$22M | 1.3% |
| Lpl Financial Holdings Inc. | 71,716 | US$20.2M | 1.2% |
| Medline Inc. | 334K | US$13.2M | 0.79% |
| Robinhood Markets, Inc. | 124K | US$12.5M | 0.75% |
| Nintendo Co., Ltd. | 260K | US$10.9M | 0.66% |
| Tencent Holdings Ltd | 0 | US$0 | 0.00% |
| Godaddy Inc. | 0 | US$0 | 0.00% |
| Adyen Nv | 0 | US$0 | 0.00% |
Source
View original at SEC
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