Position in PRVA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,060,703
-$3,260,101 QoQ
Shares Held
294,638
-25.1% QoQ
Ownership
0.234%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PRVA Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $144,726,891 across 17 Health Information Services names. PRVA ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
480,912 | $84,477,001 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
534,636 | $22,780,839 | |
| 3 | TEM |
Tempus AI, Inc.
|
290,188 | $13,122,301 | |
| 4 | PRVA |
Privia Health Group, Inc.
This page
|
294,638 | $6,060,703 | |
| 5 | CERT |
Certara, Inc.
|
915,484 | $5,218,258 | |
| 6 | HQY |
Healthequity, Inc.
|
38,086 | $3,182,847 | |
| 7 | OMCL |
Omnicell, Inc.
|
85,309 | $2,847,614 | |
| 8 | SDGR |
Schrodinger, Inc.
|
176,411 | $2,004,028 |
All Filings in PRVA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,060,703 | 294,638 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,320,804 | 393,117 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,899,749 | 317,259 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,417,115 | 279,005 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,074,906 | 47,880 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $1,472,824 | 80,880 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $369,811 | 21,278 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,132,948 | 57,833 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $718,927 | 31,217 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,551,235 | 67,445 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,242,117 | 85,872 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,877,507 | 68,001 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $7,185,331 | 210,961 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,929,569 | 134,944 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||