First Trust Advisors’s Surgery Partners SGRY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$486K	Buy	+40,738	New	+$585K	﹤0.01%	2361
2024 Q3	–	Sell	-20,204	Closed	-$481K	–	2471
2024 Q2	$481K	Buy	+20,204	New	+$518K	﹤0.01%	2136
2023 Q2	–	Sell	-55,225	Closed	-$1.9M	–	2438
2023 Q1	$1.9M	Buy	+55,225	New	+$1.79M	﹤0.01%	1702
2022 Q4	–	Sell	-9,695	Closed	-$227K	–	2543
2022 Q3	$227K	Sell	9,695 -63,900	-87%	-$2.04M	﹤0.01%	2385
2022 Q2	$2.13M	Sell	73,595 -3,164	-4%	-$138K	﹤0.01%	1695
2022 Q1	$4.23M	Buy	76,759 +58,711	+325%	+$2.9M	﹤0.01%	1426
2021 Q4	$964K	Sell	18,048 -66,381	-79%	-$3.08M	﹤0.01%	2076
2021 Q3	$3.58M	Sell	84,429 -49,717	-37%	-$2.54M	﹤0.01%	1517
2021 Q2	$8.94M	Buy	+134,146	New	+$7.28M	0.01%	1035
2018 Q2	–	Sell	-95,223	Closed	-$1.63M	–	2469
2018 Q1	$1.63M	Buy	+95,223	New	+$1.48M	﹤0.01%	1583
2017 Q4	–	Sell	-106,807	Closed	-$1.1M	–	2454
2017 Q3	$1.1M	Sell	106,807 -11,425	-10%	-$163K	﹤0.01%	1814
2017 Q2	$2.69M	Buy	118,232 +87,464	+284%	+$1.8M	0.01%	1291
2017 Q1	$600K	Buy	+30,768	New	+$598K	﹤0.01%	2013