FMS β€” FRESENIUS MED CARE AG&CO KGA

Ownership history in FIRST TRUST ADVISORS LP  Β·  32 quarters on record

AI Ownership Summary

FIRST TRUST ADVISORS LP reported FRESENIUS MED CARE AG&CO KGA (FMS) in 32 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows FMS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST TRUST ADVISORS LP's position in FRESENIUS MED CARE AG&CO KGA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FMS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIRST TRUST ADVISORS LP held FMS β€” position size vs. price
% of Fund (quarterly)    FMS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 9,859 -9,014 -47.8% 0.00% $260K 2025-11-12 $23.95
2025 Q2 ADDED 18,873 +76 +0.4% 0.00% $539K 2025-08-13 $24.84
2025 Q1 REDUCED 18,797 -3,347 -15.1% 0.00% $468K 2025-05-14 $27.08
2024 Q4 REDUCED 22,144 -2,242,381 -99.0% 0.00% $501K 2025-02-13 $23.58
28 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FIRST TRUST ADVISORS LP and FMS

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST TRUST ADVISORS LP reported owning FMS?

FIRST TRUST ADVISORS LP reported FMS across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported FMS position in FIRST TRUST ADVISORS LP's portfolio?

The largest reported portfolio weight for FMS was 0.00% in 2024 Q4.

What is the latest reported FMS position on this page?

The most recent filing on this page is 2025 Q3, when FIRST TRUST ADVISORS LP reported 9,859 shares, equal to 0.00% of portfolio, with an estimated market value of $260K.

What does the chart on this FMS ownership page compare?

The chart compares FIRST TRUST ADVISORS LP's quarterly FMS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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