First Trust Advisors
MDRX

First Trust Advisors’s Veradigm Inc. Common Stock MDRX Stock Holding History

First Trust Advisors’s Portfolio MDRX Stock Details MDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-278,876
Closed -$2.93M – 2441
2023
Q4 		$2.93M Buy
278,876
+40,866
+17% +$501K ﹤0.01% 1560
2023
Q3 		$3.13M Buy
238,010
+70,887
+42% +$930K ﹤0.01% 1489
2023
Q2 		$2.11M Buy
167,123
+88,479
+113% +$1.07M ﹤0.01% 1678
2023
Q1 		$1.03M Sell
78,644
-48,538
-38% -$786K ﹤0.01% 1954
2022
Q4 		$2.24M Sell
127,182
-137,473
-52% -$2.3M ﹤0.01% 1647
2022
Q3 		$4.03M Buy
264,655
+87,480
+49% +$1.41M 0.01% 1309
2022
Q2 		$2.63M Sell
177,175
-60,727
-26% -$1.14M ﹤0.01% 1619
2022
Q1 		$5.36M Buy
237,902
+99,036
+71% +$2.01M 0.01% 1284
2021
Q4 		$2.56M Sell
138,866
-180,606
-57% -$2.87M ﹤0.01% 1684
2021
Q3 		$4.27M Buy
319,472
+918
+0.3% +$14.8K ﹤0.01% 1422
2021
Q2 		$5.9M Buy
318,554
+231,531
+266% +$3.9M 0.01% 1252
2021
Q1 		$1.31M Sell
87,023
-18,820
-18% -$301K ﹤0.01% 1898
2020
Q4 		$1.53M Buy
105,843
+69,874
+194% +$846K ﹤0.01% 1719
2020
Q3 		$293K Buy
+35,969
New +$294K ﹤0.01% 2168
2019
Q4 		– Sell
-31,737
Closed -$348K – 2476
2019
Q3 		$348K Sell
31,737
-18,486
-37% -$190K ﹤0.01% 2247
2019
Q2 		$584K Sell
50,223
-28,805
-36% -$293K ﹤0.01% 2051
2019
Q1 		$754K Buy
79,028
+41,492
+111% +$458K ﹤0.01% 1972
2018
Q4 		$362K Sell
37,536
-105,488
-74% -$1.18M ﹤0.01% 2219
2018
Q3 		$2.04M Buy
143,024
+80,698
+129% +$1.1M ﹤0.01% 1660
2018
Q2 		$748K Buy
+62,326
New +$768K ﹤0.01% 2035
2017
Q4 		– Sell
-4,606,933
Closed -$65.6M – 2479
2017
Q3 		$65.6M Sell
4,606,933
-1,241,651
-21% -$16.1M 0.17% 126
2017
Q2 		$74.6M Sell
5,848,584
-7,360
-0.1% -$89.4K 0.2% 103
2017
Q1 		$74.3M Buy
5,855,944
+1,898,007
+48% +$22.5M 0.21% 93
2016
Q4 		$40.4M Buy
3,957,937
+90,433
+2% +$1.03M 0.12% 184
2016
Q3 		$50.9M Buy
3,867,504
+49,576
+1% +$663K 0.15% 121
2016
Q2 		$48.5M Sell
3,817,928
-1,449,315
-28% -$19.2M 0.15% 125
2016
Q1 		$69.6M Sell
5,267,243
-1,542,689
-23% -$20.3M 0.22% 84
2015
Q4 		$105M Buy
6,809,932
+3,590,772
+112% +$51.5M 0.27% 74
2015
Q3 		$39.9M Buy
3,219,160
+755,816
+31% +$10.4M 0.12% 181
2015
Q2 		$33.7M Buy
2,463,344
+147,227
+6% +$1.99M 0.09% 257
2015
Q1 		$27.7M Buy
2,316,117
+244,008
+12% +$2.98M 0.08% 286
2014
Q4 		$26.5M Buy
2,072,109
+605,554
+41% +$7.71M 0.09% 291
2014
Q3 		$19.7M Sell
1,466,555
-293,153
-17% -$4.44M 0.08% 364
2014
Q2 		$28.2M Sell
1,759,708
-249,178
-12% -$3.89M 0.12% 224
2014
Q1 		$36.2M Buy
2,008,886
+151,055
+8% +$2.61M 0.16% 132
2013
Q4 		$28.7M Buy
1,857,831
+270,487
+17% +$3.99M 0.14% 153
2013
Q3 		$23.6M Buy
1,587,344
+244,482
+18% +$3.69M 0.13% 179
2013
Q2 		$17.4M Buy
+1,342,862
New +$18M 0.11% 242

Other funds holding MDRX

SPC
Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $921M AUM 60.37% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

First Trust Advisors sold out of Veradigm Inc. Common Stock (MDRX) in Q1 2024, closing a stake of 278,876 shares — an estimated $2.93M sold.

First Trust Advisors first reported a position in MDRX in Q2 2013 and held it in 38 quarters. The position peaked at $105M in Q4 2015. 35 funds tracked by Wall St. Rank hold MDRX as of Q1 2024.

  • First Trust Advisors reported no remaining Veradigm Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • First Trust Advisors sold 278,876 Veradigm Inc. Common Stock shares in Q1 2024, an estimated $2.93M.
  • First Trust Advisors first reported a position in Veradigm Inc. Common Stock in Q2 2013 and held it in 38 quarters.
  • First Trust Advisors's Veradigm Inc. Common Stock position peaked at $105M in Q4 2015.
  • 35 funds tracked by Wall St. Rank held Veradigm Inc. Common Stock as of Q1 2024.

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