FIRST TRUST ADVISORS LP
Position in BTSG — BrightSpring Health Services, Inc.
CIK 1125816
Wheaton, IL
Position in BTSG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$50,982,101
+$28,201,262 QoQ
Shares Held
731,031
+36.7% QoQ
Ownership
0.369%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#46
of 435 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTSG Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $197,581,334 across 14 Health Information Services names. BTSG ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
458,849 | $81,431,932 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
This page
|
731,031 | $50,982,101 | |
| 3 | TXG |
10x Genomics, Inc.
|
414,894 | $15,907,035 | |
| 4 | CERT |
Certara, Inc.
|
2,424,222 | $15,878,654 | |
| 5 | TEM |
Tempus AI, Inc.
|
239,932 | $13,899,260 | |
| 6 | PRVA |
Privia Health Group, Inc.
|
242,430 | $6,237,723 | |
| 7 | OMCL |
Omnicell, Inc.
|
98,409 | $4,085,941 | |
| 8 | HQY |
Healthequity, Inc.
|
43,609 | $3,938,764 |
All Filings in BTSG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,982,101 | 731,031 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $22,780,839 | 534,636 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $18,029,778 | 481,436 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,156,047 | 478,892 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,463,462 | 443,555 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,765,366 | 97,588 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $987,263 | 57,972 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||