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Disclosery

FIRST TRUST ADVISORS LP: HESM position timeline

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

FIRST TRUST ADVISORS LP held 849,868 HESM 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 849,868 shares
    Share basis changed not comparable

    Membership change: First Trust Capital Management L.P. left the group. 0.02% of the 13F portfolio, value $31,955,036.

    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 963,885 shares
    Change vs previous 13F +252,537 shares

    0.03% of the 13F portfolio, value $37,466,210.

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

    • FIRST TRUST ADVISORS LP: 959,321 shares
    • First Trust Capital Management L.P.: 4,564 shares

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

  3. period ended2025-12-31
    13F 711,348 shares
    Change vs previous 13F +69,187 shares

    0.02% of the 13F portfolio, value $24,541,506.

    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 642,161 shares
    Change vs previous 13F +5,924 shares

    0.02% of the 13F portfolio, value $22,186,662.

    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 636,237 shares
    Change vs previous 13F -36,418 shares

    0.02% of the 13F portfolio, value $24,501,486.

    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 672,655 shares
    Change vs previous 13F +63,818 shares

    0.03% of the 13F portfolio, value $28,446,579.

    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 608,837 shares
    Change vs previous 13F +30,871 shares

    0.02% of the 13F portfolio, value $22,545,234.

    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 577,966 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $20,384,860.

    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).