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Disclosery

FIRST TRUST ADVISORS LP: HLIO position timeline

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

FIRST TRUST ADVISORS LP held 11,959 HLIO 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 11,959 shares
    Change vs previous 13F -16,107 shares

    <0.01% of the 13F portfolio, value $1,067,340.

    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 28,066 shares
    Change vs previous 13F +17,138 shares

    <0.01% of the 13F portfolio, value $1,816,150.

    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 10,928 shares
    Change vs previous 13F -50,545 shares

    <0.01% of the 13F portfolio, value $584,538.

    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 61,473 shares
    Change vs previous 13F -1,331 shares

    <0.01% of the 13F portfolio, value $3,204,587.

    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 62,804 shares
    Change vs previous 13F +31,256 shares

    <0.01% of the 13F portfolio, value $2,095,769.

    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 31,548 shares
    Change vs previous 13F +1,833 shares

    <0.01% of the 13F portfolio, value $1,012,375.

    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 29,715 shares
    Change vs previous 13F +16,980 shares

    <0.01% of the 13F portfolio, value $1,326,477.

    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 12,735 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $607,459.

    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).