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Equibles

FIRST TRUST ADVISORS LP

Position in SGRY — Surgery Partners, Inc.

CIK 1125816 Wheaton, IL
Back to SGRY Full portfolio

Position in SGRY

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$2,370,278
+$1,884,682 QoQ
Shares Held
141,088
+246.3% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 187 holders
Holding Since
Jun 2021
10 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SGRY Over Time

Shares Held

Position Value (USD)

Position in Medical Care Facilities

Healthcare · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $577,567,422 across 23 Medical Care Facilities names. SGRY ranks #19 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
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.
 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

All Filings in SGRY

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,370,278 141,088
2026-03-31 $485,596 40,738
2024-06-30 $480,653 20,204
2023-03-31 $1,903,605 55,225
2022-09-30 $226,863 9,695
2022-06-30 $2,128,367 73,595
2022-03-31 $4,225,582 76,759
2021-12-31 $963,943 18,048
2021-09-30 $3,574,723 84,429
2021-06-30 $8,936,806 134,146