First Trust Advisors
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First Trust Advisors’s Definitive Healthcare DH Stock Holding History

First Trust Advisors’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-61,223
Closed -$609K – 2344
2023
Q4 		$609K Buy
61,223
+28,544
+87% +$224K ﹤0.01% 2097
2023
Q3 		$261K Buy
+32,679
New +$328K ﹤0.01% 2267
2022
Q4 		– Sell
-146,317
Closed -$2.27M – 2454
2022
Q3 		$2.27M Buy
+146,317
New +$3.22M ﹤0.01% 1625

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors's DH Position: Q1 2024 in Review

First Trust Advisors sold out of Definitive Healthcare (DH) in Q1 2024, closing a stake of 61,223 shares — an estimated $609K sold.

First Trust Advisors first reported a position in DH in Q3 2022 and held it in 3 quarters. The position peaked at $2.27M in Q3 2022. 144 funds tracked by Wall St. Rank hold DH as of Q1 2024.

  • First Trust Advisors reported no remaining Definitive Healthcare position as of Q1 2024 after selling out during the quarter.
  • First Trust Advisors sold 61,223 Definitive Healthcare shares in Q1 2024, an estimated $609K.
  • First Trust Advisors first reported a position in Definitive Healthcare in Q3 2022 and held it in 3 quarters.
  • First Trust Advisors's Definitive Healthcare position peaked at $2.27M in Q3 2022.
  • 144 funds tracked by Wall St. Rank held Definitive Healthcare as of Q1 2024.

Based on First Trust Advisors's 13F filing for Q1 2024, filed 13 May 2024.