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FIRST TRUST ADVISORS LP: HFWA position timeline

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

FIRST TRUST ADVISORS LP held 45,872 HFWA 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 45,872 shares
    Change vs previous 13F +12,608 shares

    <0.01% of the 13F portfolio, value $1,358,728.

    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 33,264 shares
    Change vs previous 13F +4,858 shares

    <0.01% of the 13F portfolio, value $864,864.

    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 28,406 shares
    Change vs previous 13F -225 shares

    <0.01% of the 13F portfolio, value $671,801.

    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 28,631 shares
    Change vs previous 13F -10,904 shares

    <0.01% of the 13F portfolio, value $692,583.

    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 39,535 shares
    Change vs previous 13F +16,401 shares

    <0.01% of the 13F portfolio, value $942,514.

    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 23,134 shares
    Change vs previous 13F -2,022 shares

    <0.01% of the 13F portfolio, value $562,850.

    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 25,156 shares
    Change vs previous 13F +4,286 shares

    <0.01% of the 13F portfolio, value $616,322.

    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 20,870 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $454,339.

    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).