Skip to content
Disclosery

FIRST TRUST ADVISORS LP: HRB position timeline

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

FIRST TRUST ADVISORS LP held 2,007,551 HRB 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 2,007,551 shares
    Change vs previous 13F +678,967 shares

    0.04% of the 13F portfolio, value $76,447,542.

    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 1,328,584 shares
    Change vs previous 13F +276,193 shares

    0.03% of the 13F portfolio, value $42,169,256.

    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 1,052,391 shares
    Change vs previous 13F +113,854 shares

    0.03% of the 13F portfolio, value $45,863,199.

    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 938,537 shares
    Change vs previous 13F +197,152 shares

    0.04% of the 13F portfolio, value $47,461,815.

    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 741,385 shares
    Change vs previous 13F +84,972 shares

    0.03% of the 13F portfolio, value $40,694,621.

    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 656,413 shares
    Change vs previous 13F +266,458 shares

    0.03% of the 13F portfolio, value $36,043,637.

    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 389,955 shares
    Change vs previous 13F -39,179 shares

    0.02% of the 13F portfolio, value $20,605,221.

    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 429,134 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $27,271,465.

    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).