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Disclosery

FIRST TRUST ADVISORS LP: HRI position timeline

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

FIRST TRUST ADVISORS LP held 1,311,071 HRI 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 1,311,071 shares
    Change vs previous 13F +437,733 shares

    0.11% of the 13F portfolio, value $187,928,917.

    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 873,338 shares
    Change vs previous 13F +103,047 shares

    0.06% of the 13F portfolio, value $86,940,797.

    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 770,291 shares
    Change vs previous 13F +18,036 shares

    0.08% of the 13F portfolio, value $114,295,778.

    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 752,255 shares
    Change vs previous 13F +84,586 shares

    0.07% of the 13F portfolio, value $87,758,068.

    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 667,669 shares
    Change vs previous 13F +132,984 shares

    0.07% of the 13F portfolio, value $87,925,330.

    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 534,685 shares
    Change vs previous 13F +116,176 shares

    0.06% of the 13F portfolio, value $71,792,154.

    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 418,509 shares
    Change vs previous 13F +145,381 shares

    0.07% of the 13F portfolio, value $79,236,308.

    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 273,128 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $43,544,797.

    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).