Brighthouse Financial, Inc.
MX ˙ BMV ˙ US10922N1037
SecurityMX:BHF / Brighthouse Financial, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership355,625 shares
Latest Disclosed Value $ 21,294,825
First Trust Advisors Lp reports 51.89% decrease in ownership of BHF / Brighthouse Financial, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 355,625 shares of Brighthouse Financial, Inc. (MX:BHF) valued at $21,294,825 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 739,253 shares of Brighthouse Financial, Inc.. This represents a change in shares of -51.89% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F BRIGHTHOUSE FINL COM 10922N103 355,625 -383,628 -51.89 21,295 -55.54 0.0152
2026-02-13 2025-12-31 13F BRIGHTHOUSE FINL COM 10922N103 739,253 52,532 7.65 47,896 31.40 0.0348
2025-11-12 2025-09-30 13F BRIGHTHOUSE FINL COM 10922N103 686,721 172,641 33.58 36,451 31.87 0.0271
2025-08-13 2025-06-30 13F BRIGHTHOUSE FINL COM 10922N103 514,080 491,962 2,224.26 27,642 2,056.16 0.0222
2025-05-14 2025-03-31 13F BRIGHTHOUSE FINL COM 10922N103 22,118 -1,458 -6.18 1,283 13.25 0.0011
2025-02-13 2024-12-31 13F BRIGHTHOUSE FINL COM 10922N103 23,576 15,185 180.97 1,133 200.27 0.0010
2024-11-13 2024-09-30 13F BRIGHTHOUSE FINL COM 10922N103 8,391 8,391 378 0.0004
2024-08-13 2024-06-30 13F BRIGHTHOUSE FINL COM 10922N103 0 -38,384 -100.00 0 -100.00
2024-05-13 2024-03-31 13F BRIGHTHOUSE FINL COM 10922N103 38,384 -56,486 -59.54 1,978 -60.60 0.0020
2024-02-13 2023-12-31 13F BRIGHTHOUSE FINL COM 10922N103 94,870 -179,554 -65.43 5,021 -62.62 0.0055
2023-11-13 2023-09-30 13F BRIGHTHOUSE FINL COM 10922N103 274,424 265,014 2,816.30 13,430 2,917.98 0.0159
2023-08-14 2023-06-30 13F BRIGHTHOUSE FINL COM 10922N103 9,410 -436,915 -97.89 446 -97.74 0.0005
2023-05-15 2023-03-31 13F BRIGHTHOUSE FINL COM 10922N103 446,325 -24,600 -5.22 19,687 -18.46 0.0227
2023-02-09 2022-12-31 13F BRIGHTHOUSE FINL COM 10922N103 470,925 -3,294 -0.69 24,144 17.26 0.0287
2022-11-14 2022-09-30 13F BRIGHTHOUSE FINL COM 10922N103 474,219 450,240 1,877.64 20,591 1,992.58 0.0267
2022-08-12 2022-06-30 13F BRIGHTHOUSE FINL COM 10922N103 23,979 4,767 24.81 984 -0.81 0.0012
2022-05-13 2022-03-31 13F BRIGHTHOUSE FINL COM 10922N103 19,212 -564 -2.85 992 -3.12 0.0010
2022-02-08 2021-12-31 13F BRIGHTHOUSE FINL COM 10922N103 19,776 -559 -2.75 1,024 11.30 0.0010
2021-11-15 2021-09-30 13F BRIGHTHOUSE FINL COM 10922N103 20,335 -3,284 -13.90 920 -14.50 0.0010
2021-10-12 2021-06-30 13F/A-1 BRIGHTHOUSE FINL COM 10922N103 23,619 2,982 14.45 1,076 17.85 0.0012
2021-08-16 2021-06-30 13F BRIGHTHOUSE FINL COM 10922N103 23,619 2,982 1,076 0.0011
2021-05-14 2021-03-31 13F BRIGHTHOUSE FINL COM 10922N103 20,637 -369,643 -94.71 913 -93.54 0.0011
2021-02-02 2020-12-31 13F BRIGHTHOUSE FINL COM 10922N103 390,280 28,614 7.91 14,130 45.19 0.0187
2020-11-05 2020-09-30 13F BRIGHTHOUSE FINL COM 10922N103 361,666 361,666 9,732 0.0156
2020-07-22 2020-06-30 13F BRIGHTHOUSE FINL COM 10922N103 0 -358,075 -100.00 0 -100.00
2020-05-06 2020-03-31 13F BRIGHTHOUSE FINL COM 10922N103 358,075 -292,626 -44.97 8,655 -66.09 0.0196
2020-02-03 2019-12-31 13F BRIGHTHOUSE FINL COM 10922N103 650,701 428,500 192.84 25,527 183.89 0.0436
2019-11-04 2019-09-30 13F BRIGHTHOUSE FINL COM 10922N103 222,201 -206,080 -48.12 8,992 -42.78 0.0169
2019-07-30 2019-06-30 13F BRIGHTHOUSE FINL COM 10922N103 428,281 406,163 1,836.35 15,714 1,856.91 0.0296
2019-06-19 2019-03-31 13F/A-1 BRIGHTHOUSE FINL COM 10922N103 22,118 7,577 52.11 803 81.26 0.0016
2019-05-09 2019-03-31 13F BRIGHTHOUSE FINL COM 10922N103 22,118 7,577 803
2019-02-07 2018-12-31 13F BRIGHTHOUSE FINL COM 10922N103 14,541 -3,086 -17.51 443 -43.21 0.0011
2018-10-25 2018-09-30 13F BRIGHTHOUSE FINL COM 10922N103 17,627 6,783 62.55 780 79.31 0.0015
2018-08-02 2018-06-30 13F BRIGHTHOUSE FINL COM 10922N103 10,844 10,844 435 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.