FIRST TRUST ADVISORS LP

Position in DVA — Davita Inc.

CIK 1125816 Wheaton, IL

Position in DVA

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$34,161,359

+$28,368,476 QoQ

Shares Held

153,548

+307.4% QoQ

Ownership

0.241%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#39

of 625 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $577,567,422 across 23 Medical Care Facilities names. DVA ranks #5 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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. This page	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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,161,359	153,548	+307.4%	Shares	Sole	2026-08-11
2026-03-31	$5,792,883	37,692	+18.3%	Shares	Sole	2026-05-13
2025-12-31	$3,620,977	31,872	-41.6%	Shares	Sole	2026-02-13
2025-09-30	$7,249,652	54,562	-65.1%	Shares	Sole	2025-11-12
2025-06-30	$22,285,305	156,443	-3.4%	Shares	Sole	2025-08-13
2025-03-31	$24,783,128	162,013	-28.6%	Shares	Sole	2025-05-14
2024-12-31	$33,936,185	226,922	-7.1%	Shares	Sole	2025-02-13
2024-09-30	$40,040,394	244,253	-3.6%	Shares	Sole	2024-11-13
2024-06-30	$35,120,427	253,449	+24.0%	Shares	Sole	2024-08-13
2024-03-31	$28,212,312	204,363	-5.0%	Shares	Sole	2024-05-13
2023-12-31	$22,537,542	215,135	-27.5%	Shares	Sole	2024-02-13
2023-09-30	$28,066,146	296,902	+229.4%	Shares	Sole	2023-11-13
2023-06-30	$9,055,160	90,128	+292.6%	Shares	Sole	2023-08-14
2023-03-31	$1,862,204	22,959	-84.3%	Shares	Sole	2023-05-15
2022-12-31	$10,941,395	146,530	+443.7%	Shares	Sole	2023-02-09
2022-09-30	$2,230,734	26,951	-86.3%	Shares	Sole	2022-11-14
2022-06-30	$15,729,891	196,722	+52.4%	Shares	Sole	2022-08-12
2022-03-31	$14,601,709	129,093	+26.1%	Shares	Sole	2022-05-13
2021-12-31	$11,645,611	102,370	-47.5%	Shares	Sole	2022-02-08
2021-09-30	$22,659,771	194,906	-33.1%	Shares	Sole	2021-11-15
2021-06-30	$35,062,110	291,141	-24.3%	Shares	Sole	2021-10-12
2021-03-31	$41,469,357	384,795	+26.3%	Shares	Sole	2021-05-14
2020-12-31	$35,759,805	304,598	+39.0%	Shares	Sole	2021-02-02
2020-09-30	$18,764,373	219,082	+303.7%	Shares	Sole	2020-11-05
2020-06-30	$4,295,323	54,275	-82.2%	Shares	Sole	2020-07-22
2020-03-31	$23,232,603	305,451	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.