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Disclosery

FIRST TRUST ADVISORS LP: HIO position timeline

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

FIRST TRUST ADVISORS LP held 263,308 HIO 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 263,308 shares
    Change vs previous 13F +32,925 shares

    <0.01% of the 13F portfolio, value $958,441.

    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 230,383 shares
    Change vs previous 13F -10,235 shares

    <0.01% of the 13F portfolio, value $836,290.

    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 240,618 shares
    Change vs previous 13F -10,310 shares

    <0.01% of the 13F portfolio, value $892,693.

    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 250,928 shares
    Change vs previous 13F -23,742 shares

    <0.01% of the 13F portfolio, value $963,563.

    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 274,670 shares
    Change vs previous 13F +32,846 shares

    <0.01% of the 13F portfolio, value $1,093,187.

    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 241,824 shares
    Change vs previous 13F -7,807 shares

    <0.01% of the 13F portfolio, value $962,459.

    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 249,631 shares
    Change vs previous 13F +12,866 shares

    <0.01% of the 13F portfolio, value $981,050.

    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 236,765 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $958,898.

    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).