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Disclosery

FIRST TRUST ADVISORS LP: HLNE position timeline

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

FIRST TRUST ADVISORS LP held 61,304 HLNE 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 61,304 shares
    Change vs previous 13F +50,353 shares

    <0.01% of the 13F portfolio, value $4,832,594.

    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 10,951 shares
    Change vs previous 13F +7,550 shares

    <0.01% of the 13F portfolio, value $1,088,529.

    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 3,401 shares
    Change vs previous 13F -10,442 shares

    <0.01% of the 13F portfolio, value $456,788.

    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 13,843 shares
    Change vs previous 13F -17,640 shares

    <0.01% of the 13F portfolio, value $1,865,897.

    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 31,483 shares
    Change vs previous 13F +6,636 shares

    <0.01% of the 13F portfolio, value $4,474,363.

    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 24,847 shares
    Change vs previous 13F -23,060 shares

    <0.01% of the 13F portfolio, value $3,694,003.

    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 47,907 shares
    Change vs previous 13F +20,043 shares

    0.01% of the 13F portfolio, value $7,092,631.

    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 27,864 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,692,018.

    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).