First Trust Advisors’s AdaptHealth AHCO Stock Holding History

First Trust Advisors’s Portfolio AHCO Stock Details AHCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.55M	Buy	451,670 +148,189	+49%	+$1.12M	﹤0.01%	1930
2026 Q2	$3.16M	Sell	303,481 -123,728	-29%	-$1.38M	﹤0.01%	1811
2026 Q1	$5.08M	Sell	427,209 -12,699	-3%	-$130K	﹤0.01%	1429
2025 Q4	$4.38M	Buy	439,908 +72,906	+20%	+$696K	﹤0.01%	1483
2025 Q3	$3.28M	Buy	367,002 +52,902	+17%	+$490K	﹤0.01%	1595
2025 Q2	$2.96M	Buy	314,100 +53,553	+21%	+$472K	﹤0.01%	1630
2025 Q1	$2.82M	Buy	+260,547	New	+$2.62M	﹤0.01%	1621
2024 Q2	–	Sell	-191,741	Closed	-$2.21M	–	2310
2024 Q1	$2.21M	Sell	191,741 -210,944	-52%	-$1.79M	﹤0.01%	1692
2023 Q4	$2.94M	Buy	402,685 +373,148	+1,263%	+$2.94M	﹤0.01%	1559
2023 Q3	$269K	Buy	29,537 +4,994	+20%	+$59.9K	﹤0.01%	2262
2023 Q2	$299K	Sell	24,543 -115,118	-82%	-$1.28M	﹤0.01%	2238
2023 Q1	$1.74M	Sell	139,661 -61,788	-31%	-$1.14M	﹤0.01%	1748
2022 Q4	$3.87M	Sell	201,449 -11,373	-5%	-$240K	﹤0.01%	1336
2022 Q3	$4M	Buy	212,822 +133,452	+168%	+$2.74M	0.01%	1314
2022 Q2	$1.43M	Buy	79,370 +20,964	+36%	+$340K	﹤0.01%	1846
2022 Q1	$936K	Buy	58,406 +36,836	+171%	+$662K	﹤0.01%	2063
2021 Q4	$528K	Sell	21,570 -65,106	-75%	-$1.53M	﹤0.01%	2277
2021 Q3	$2.02M	Sell	86,676 -84,767	-49%	-$2.05M	﹤0.01%	1777
2021 Q2	$4.7M	Buy	+171,443	New	+$4.89M	0.01%	1407

Other funds holding AHCO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Edgestream Partners Princeton, New Jersey $3.73B AUM 11.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

First Trust Advisors's AHCO Position: Q3 2026 in Review

First Trust Advisors increased its AdaptHealth (AHCO) stake by 49% in Q3 2026, buying an estimated $1.12M and bringing the position to 451,670 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1930.

First Trust Advisors first reported a position in AHCO in Q2 2021 and has held it in 19 quarters since. The position peaked at $5.08M in Q1 2026. 144 funds tracked by Wall St. Rank hold AHCO as of Q3 2026.

First Trust Advisors held 451,670 shares of AdaptHealth worth $2.55M as of Q3 2026.
First Trust Advisors bought 148,189 AdaptHealth shares in Q3 2026, an estimated $1.12M.
AdaptHealth made up ﹤0.01% of First Trust Advisors's portfolio in Q3 2026, its #1930 holding.
First Trust Advisors first reported a position in AdaptHealth in Q2 2021 and has held it in 19 quarters since.
First Trust Advisors's AdaptHealth position peaked at $5.08M in Q1 2026.
144 funds tracked by Wall St. Rank held AdaptHealth as of Q3 2026.

Based on First Trust Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.