Position in BKD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,300,644
-$108,921 QoQ
Shares Held
764,490
-15.7% QoQ
Ownership
0.320%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#59
of 291 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BKD Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $577,567,422 across 23 Medical Care Facilities names. BKD ranks #12 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NHC |
National Healthcare Corp
|
730,573 | $154,413,909 | |
| 2 | CHE |
Chemed Corp
|
219,788 | $102,364,062 | |
| 3 | ENSG |
Ensign Group, Inc
|
327,529 | $52,502,898 | |
| 4 | HCA |
HCA Healthcare, Inc.
|
113,498 | $44,251,735 | |
| 5 | DVA |
Davita Inc.
|
153,548 | $34,161,359 | |
| 6 | EHC |
Encompass Health Corp
|
312,777 | $31,615,498 | |
| 7 | UHS |
Universal Health Services Inc
|
208,876 | $31,057,772 | |
| 8 | THC |
Tenet Healthcare Corp
|
158,139 | $29,584,644 |
All Filings in BKD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,300,644 | 764,490 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $12,409,565 | 907,132 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,479,789 | 693,215 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $2,688,746 | 534,542 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,755,023 | 700,298 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,925,160 | 721,107 | Shares | Sole | 2024-08-13 | |
| 2020-03-31 | $551,322 | 176,706 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||