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FIRST TRUST ADVISORS LP

CIK
1125816
City
Wheaton
State / Country
IL

Top Portfolio Positions

2,357 positions · $134,727,498,050 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CHE

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $89,294,713 236,392
2025-12-31 $81,122,683 189,601
2025-09-30 $78,434,645 175,179
2025-06-30 $73,103,774 150,132
2025-03-31 $75,506,531 122,711
2024-12-31 $17,691,610 33,393
2024-09-30 $20,634,905 34,336
2024-06-30 $16,036,494 29,556
2024-03-31 $17,796,866 27,724
2023-12-31 $10,819,628 18,503
2023-09-30 $10,738,560 20,663
2023-06-30 $20,085,123 37,080
2023-03-31 $21,497,093 39,976
2022-12-31 $19,870,018 38,928
2022-09-30 $24,038,738 55,064
2022-06-30 $19,824,217 42,234
2022-03-31 $18,372,568 36,270
2021-12-31 $25,982,212 49,112
2021-09-30 $19,481,086 41,884
2021-06-30 $4,743,576 9,997
2021-03-31 $14,687,569 31,942
2020-12-31 $16,768,160 31,483
2020-09-30 $22,576,930 47,001
2020-06-30 $36,751,379 81,476
2020-03-31 $40,220,454 92,845