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FIRST TRUST ADVISORS LP: HR position timeline

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

FIRST TRUST ADVISORS LP held 149,982 HR 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 149,982 shares
    Change vs previous 13F +31,652 shares

    <0.01% of the 13F portfolio, value $3,025,129.

    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 118,330 shares
    Change vs previous 13F +19,619 shares

    <0.01% of the 13F portfolio, value $2,010,426.

    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 98,711 shares
    Change vs previous 13F +40,024 shares

    <0.01% of the 13F portfolio, value $1,673,150.

    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 58,687 shares
    Change vs previous 13F -164,438 shares

    <0.01% of the 13F portfolio, value $1,058,126.

    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 223,125 shares
    Change vs previous 13F +169,248 shares

    <0.01% of the 13F portfolio, value $3,538,761.

    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 53,877 shares
    Change vs previous 13F -132,656 shares

    <0.01% of the 13F portfolio, value $910,521.

    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 186,533 shares
    Change vs previous 13F +73,989 shares

    <0.01% of the 13F portfolio, value $3,161,733.

    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 112,544 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,042,673.

    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).