First Trust Advisors’s National Healthcare NHC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$84.7M	Buy	530,302 +165,615	+45%	+$25.4M	0.06%	397
2025 Q4	$50M	Buy	364,687 +157,204	+76%	+$20.3M	0.04%	564
2025 Q3	$25.2M	Buy	207,483 +175,873	+556%	+$19M	0.02%	834
2025 Q2	$3.38M	Buy	31,610 +6,383	+25%	+$638K	﹤0.01%	1566
2025 Q1	$2.34M	Sell	25,227 -21,835	-46%	-$2.12M	﹤0.01%	1721
2024 Q4	$5.06M	Buy	47,062 +20,268	+76%	+$2.47M	﹤0.01%	1353
2024 Q3	$3.37M	Sell	26,794 -8,049	-23%	-$1.01M	﹤0.01%	1529
2024 Q2	$3.78M	Buy	+34,843	New	+$3.4M	﹤0.01%	1414
2021 Q2	–	Sell	-36,882	Closed	-$2.87M	–	2525
2021 Q1	$2.87M	Buy	36,882 +14,895	+68%	+$1.05M	﹤0.01%	1570
2020 Q4	$1.46M	Buy	21,987 +8,776	+66%	+$578K	﹤0.01%	1736
2020 Q3	$823K	Buy	13,211 +3,835	+41%	+$240K	﹤0.01%	1848
2020 Q2	$595K	Sell	9,376 -11,568	-55%	-$776K	﹤0.01%	1960
2020 Q1	$1.5M	Sell	20,944 -790	-4%	-$62.5K	﹤0.01%	1411
2019 Q4	$1.88M	Sell	21,734 -3,017	-12%	-$252K	﹤0.01%	1590
2019 Q3	$2.03M	Buy	24,751 +3,946	+19%	+$327K	﹤0.01%	1528
2019 Q2	$1.69M	Buy	20,805 +4,547	+28%	+$351K	﹤0.01%	1650
2019 Q1	$1.23M	Sell	16,258 -6,831	-30%	-$542K	﹤0.01%	1772
2018 Q4	$1.81M	Sell	23,089 -3,926	-15%	-$307K	﹤0.01%	1534
2018 Q3	$2.04M	Sell	27,015 -17,963	-40%	-$1.32M	﹤0.01%	1661
2018 Q2	$3.17M	Buy	44,978 +5,655	+14%	+$370K	0.01%	1357
2018 Q1	$2.35M	Buy	39,323 +2,120	+6%	+$130K	0.01%	1378
2017 Q4	$2.27M	Buy	37,203 +12,994	+54%	+$829K	0.01%	1449
2017 Q3	$1.51M	Sell	24,209 -105	-0.4%	-$6.77K	﹤0.01%	1649
2017 Q2	$1.71M	Sell	24,314 -3,494	-13%	-$250K	﹤0.01%	1592
2017 Q1	$1.98M	Buy	27,808 +2,055	+8%	+$152K	0.01%	1495
2016 Q4	$1.95M	Sell	25,753 -2,270	-8%	-$157K	0.01%	1463
2016 Q3	$1.85M	Buy	28,023 +5,738	+26%	+$372K	0.01%	1379
2016 Q2	$1.44M	Buy	+22,285	New	+$1.41M	﹤0.01%	1481
2014 Q3	–	Sell	-5,192	Closed	-$292K	–	2277
2014 Q2	$292K	Sell	5,192 -2,179	-30%	-$119K	﹤0.01%	2060
2014 Q1	$411K	Buy	7,371 +109	+2%	+$5.71K	﹤0.01%	1996
2013 Q4	$391K	Sell	7,262 -4,738	-39%	-$242K	﹤0.01%	1982
2013 Q3	$567K	Buy	+12,000	New	+$574K	﹤0.01%	1844

Other funds holding NHC

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

MSIIA

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

First Trust Advisors increased its National Healthcare (NHC) stake by 45% in Q1 2026, buying an estimated $25.4M and bringing the position to 530,302 shares worth $84.7M. The position accounts for 0.06% of the portfolio, ranked #397.

First Trust Advisors first reported a position in NHC in Q3 2013 and has held it in 32 quarters since. 238 funds tracked by Wall St. Rank hold NHC as of Q1 2026.

First Trust Advisors held 530,302 shares of National Healthcare worth $84.7M as of Q1 2026.
First Trust Advisors bought 165,615 National Healthcare shares in Q1 2026, an estimated $25.4M.
National Healthcare made up 0.06% of First Trust Advisors's portfolio in Q1 2026, its #397 holding.
First Trust Advisors first reported a position in National Healthcare in Q3 2013 and has held it in 32 quarters since.
238 funds tracked by Wall St. Rank held National Healthcare as of Q1 2026.

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