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Disclosery

FIRST TRUST ADVISORS LP: FHI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on FHI, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 1,198,348 FHI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,198,348 shares
    Change vs previous 13F +581,750 shares

    0.04% of the 13F portfolio, value $66,172,758.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 616,598 shares
    Change vs previous 13F +32,810 shares

    0.02% of the 13F portfolio, value $34,967,272.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 583,788 shares
    Change vs previous 13F +38,286 shares

    0.02% of the 13F portfolio, value $30,397,841.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 545,502 shares
    Change vs previous 13F +395,081 shares

    0.02% of the 13F portfolio, value $28,327,918.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 150,421 shares
    Change vs previous 13F -111,602 shares

    0.01% of the 13F portfolio, value $6,666,658.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 262,023 shares
    Change vs previous 13F +5,190 shares

    0.01% of the 13F portfolio, value $10,682,677.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 256,833 shares
    Change vs previous 13F -51,927 shares

    0.01% of the 13F portfolio, value $10,558,404.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 308,760 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,353,105.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).