Position in OSCR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,152,727
+$4,181,653 QoQ
Shares Held
285,860
-17.4% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 402 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $513,973,533 across 10 Healthcare Plans names. OSCR ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
490,016 | $189,503,887 | |
| 2 | HUM |
Humana Inc
|
214,226 | $85,094,851 | |
| 3 | UNH |
Unitedhealth Group Inc
|
145,205 | $60,351,554 | |
| 4 | CI |
Cigna Group
|
207,440 | $57,187,059 | |
| 5 | CVS |
CVS HEALTH Corp
|
432,993 | $44,793,125 | |
| 6 | MOH |
Molina Healthcare, Inc.
|
159,013 | $36,366,273 | |
| 7 | ALHC |
Alignment Healthcare, Inc.
|
663,761 | $15,804,149 | |
| 8 | CNC |
Centene Corp
|
212,915 | $13,667,013 |
All Filings in OSCR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,152,727 | 285,860 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,971,074 | 346,214 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,375,665 | 304,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,898,360 | 311,588 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,267,126 | 292,310 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,587,984 | 273,683 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,900,516 | 290,217 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,776,131 | 555,216 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,522,317 | 412,283 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,845,553 | 594,859 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,979,133 | 434,878 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||