First Trust Portfolios L.P.
What First Trust Portfolios L.P. holds in 2 AI and semiconductor companies tracked on Silicon Floor, from their SEC filings, broken down: the shares held and how, then any restricted shares, options or other rights declared.
Argan (AGX)
The Schedule 13G of Mar 31, 2026 counts 821,295 shares (5.9%) as First Trust Portfolios L.P.'s.
- Declared stake: 821,295 (5.9%), $320.0M — Counted as theirs in the Schedule 13G of Mar 31, 2026, which does not break them down.
Primoris Services (PRIM)
The Schedule 13G of Mar 31, 2026 counts 3.4M shares (6.3%) as First Trust Portfolios L.P.'s.
- Declared stake: 3.4M (6.3%), $276.8M — Counted as theirs in the Schedule 13G of Mar 31, 2026, which does not break them down.
Declarations
- Powell Industries (POWL) — 13G filed Jul 30, 2026: 1.7M shares counted as of Jun 30, 2026, 4.5% as declared
- Argan (AGX) — 13G filed Apr 27, 2026: 821,295 shares counted as of Mar 31, 2026, 5.9% as declared
- Primoris Services (PRIM) — 13G filed Apr 27, 2026: 3.4M shares counted as of Mar 31, 2026, 6.3% as declared
- Benchmark Electronics (BHE) — 13G filed Oct 31, 2025: 1.5M shares counted as of Sep 30, 2025, 4.3% as declared
- Powell Industries (POWL) — 13G filed Oct 31, 2025: 715,605 shares counted as of Sep 30, 2025, 5.9% as declared
- Benchmark Electronics (BHE) — 13G filed Jul 16, 2025: 1.9M shares counted as of Jun 30, 2025, 5.3% as declared
Sources: SEC Schedules 13D and 13G (stakes above 5%, which count everything a person votes or can acquire within 60 days) and Forms 3, 4 and 5 (the shares a director, officer or 10% owner holds, filed within two business days of each trade). Values at the last price.