Skip to content
Disclosery

FIRST TRUST ADVISORS LP: HALO position timeline

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

FIRST TRUST ADVISORS LP held 1,417,063 HALO 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 1,417,063 shares
    Change vs previous 13F -65,277 shares

    0.07% of the 13F portfolio, value $110,913,469.

    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 1,482,340 shares
    Change vs previous 13F +470,558 shares

    0.07% of the 13F portfolio, value $95,803,603.

    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 1,011,782 shares
    Change vs previous 13F +235,371 shares

    0.05% of the 13F portfolio, value $68,092,955.

    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 776,411 shares
    Change vs previous 13F +10,493 shares

    0.04% of the 13F portfolio, value $56,941,966.

    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 765,918 shares
    Change vs previous 13F -37,776 shares

    0.03% of the 13F portfolio, value $39,843,054.

    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 803,694 shares
    Change vs previous 13F -55,878 shares

    0.05% of the 13F portfolio, value $51,283,714.

    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 859,572 shares
    Change vs previous 13F -17,291 shares

    0.04% of the 13F portfolio, value $41,096,137.

    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 876,863 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $50,191,638.

    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).