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Disclosery

FIRST TRUST ADVISORS LP: HEI position timeline

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

FIRST TRUST ADVISORS LP held 131,730 HEI 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 131,730 shares
    Change vs previous 13F -99,849 shares

    0.03% of the 13F portfolio, value $46,920,908.

    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 231,579 shares
    Change vs previous 13F +20,597 shares

    0.05% of the 13F portfolio, value $63,498,884.

    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 210,982 shares
    Change vs previous 13F +70,970 shares

    0.05% of the 13F portfolio, value $68,271,706.

    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 140,012 shares
    Change vs previous 13F -43,262 shares

    0.03% of the 13F portfolio, value $45,198,529.

    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 183,274 shares
    Change vs previous 13F +82,183 shares

    0.05% of the 13F portfolio, value $60,114,174.

    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 101,091 shares
    Change vs previous 13F -81,173 shares

    0.02% of the 13F portfolio, value $27,010,587.

    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 182,264 shares
    Change vs previous 13F -6,844 shares

    0.04% of the 13F portfolio, value $43,331,312.

    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 189,108 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $49,447,946.

    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).