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Disclosery

FIRST TRUST ADVISORS LP: HLI position timeline

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

FIRST TRUST ADVISORS LP held 32,083 HLI 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 32,083 shares
    Change vs previous 13F -520 shares

    <0.01% of the 13F portfolio, value $4,303,292.

    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 32,603 shares
    Change vs previous 13F -375,435 shares

    <0.01% of the 13F portfolio, value $4,682,442.

    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 408,038 shares
    Change vs previous 13F +14,929 shares

    0.05% of the 13F portfolio, value $71,076,143.

    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 393,109 shares
    Change vs previous 13F -13,659 shares

    0.06% of the 13F portfolio, value $80,713,134.

    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 406,768 shares
    Change vs previous 13F -91,910 shares

    0.06% of the 13F portfolio, value $73,197,913.

    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 498,678 shares
    Change vs previous 13F +34,579 shares

    0.07% of the 13F portfolio, value $80,536,503.

    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 464,099 shares
    Change vs previous 13F +68,753 shares

    0.07% of the 13F portfolio, value $80,595,424.

    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 395,346 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $62,472,574.

    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).