First Trust Advisors’s HealthStream HSTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$245K	Buy	+11,819	New	+$252K	﹤0.01%	2502
2020 Q2	–	Sell	-30,127	Closed	-$722K	–	2412
2020 Q1	$722K	Buy	30,127 +4,799	+19%	+$121K	﹤0.01%	1778
2019 Q4	$689K	Buy	+25,328	New	+$697K	﹤0.01%	2015
2017 Q1	–	Sell	-36,108	Closed	-$905K	–	2416
2016 Q4	$905K	Sell	36,108 -4,331	-11%	-$112K	﹤0.01%	1878
2016 Q3	$1.12M	Buy	40,439 +21,603	+115%	+$558K	﹤0.01%	1646
2016 Q2	$500K	Buy	+18,836	New	+$443K	﹤0.01%	1954
2015 Q4	–	Sell	-87,801	Closed	-$1.92M	–	2268
2015 Q3	$1.92M	Buy	+87,801	New	+$2.33M	0.01%	1415
2015 Q2	–	Sell	-40,265	Closed	-$1.01M	–	2256
2015 Q1	$1.01M	Buy	40,265 +19,439	+93%	+$529K	﹤0.01%	1746
2014 Q4	$614K	Buy	+20,826	New	+$591K	﹤0.01%	1922
2014 Q1	–	Sell	-40,996	Closed	-$1.34M	–	2271
2013 Q4	$1.34M	Buy	40,996 +31,049	+312%	+$1.06M	0.01%	1519
2013 Q3	$377K	Buy	+9,947	New	+$324K	﹤0.01%	2020

Other funds holding HSTM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors's HSTM Position: Q1 2026 in Review

First Trust Advisors opened a new position in HealthStream (HSTM) in Q1 2026: 11,819 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #2502 among its holdings. This is a return to the name: First Trust Advisors previously reported a position in HSTM as recently as Q1 2020.

First Trust Advisors first reported a position in HSTM in Q3 2013 and has held it in 11 quarters since. The position peaked at $1.92M in Q3 2015. 197 funds tracked by Wall St. Rank hold HSTM as of Q1 2026.

First Trust Advisors held 11,819 shares of HealthStream worth $245K as of Q1 2026.
HealthStream was a new First Trust Advisors position in Q1 2026.
HealthStream made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2502 holding.
First Trust Advisors first reported a position in HealthStream in Q3 2013 and has held it in 11 quarters since.
First Trust Advisors's HealthStream position peaked at $1.92M in Q3 2015.
197 funds tracked by Wall St. Rank held HealthStream as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.