Position in SGRY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$485,596
+$4,943 QoQ
Shares Held
40,738
+101.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
9 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 Mar 31, 2026FIRST TRUST ADVISORS LP holds $448,202,494 across 23 Medical Care Facilities names. SGRY ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHE |
Chemed Corp
|
236,392 | $89,294,713 | |
| 2 | NHC |
National Healthcare Corp
|
530,302 | $84,689,229 | |
| 3 | THC |
Tenet Healthcare Corp
|
240,019 | $45,293,985 | |
| 4 | HCA |
HCA Healthcare, Inc.
|
92,334 | $43,696,142 | |
| 5 | ACHC |
Acadia Healthcare Company, Inc.
|
1,689,442 | $39,516,048 | |
| 6 | ENSG |
Ensign Group, Inc
|
185,708 | $37,420,161 | |
| 7 | UHS |
Universal Health Services Inc
|
174,680 | $31,262,479 | |
| 8 | EHC |
Encompass Health Corp
|
221,737 | $21,448,619 |
All Filings in SGRY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $485,596 | 40,738 | Shares | Sole | 2026-05-13 | |
| 2024-06-30 | $480,653 | 20,204 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $1,903,605 | 55,225 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $226,863 | 9,695 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,128,367 | 73,595 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,225,582 | 76,759 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $963,943 | 18,048 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,574,723 | 84,429 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,936,806 | 134,146 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||