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Disclosery

FIRST TRUST ADVISORS LP: HRTG position timeline

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

FIRST TRUST ADVISORS LP held 96,277 HRTG 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 96,277 shares
    Change vs previous 13F +9,459 shares

    <0.01% of the 13F portfolio, value $2,510,904.

    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 86,818 shares
    Change vs previous 13F +4,569 shares

    <0.01% of the 13F portfolio, value $2,278,972.

    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 82,249 shares
    Change vs previous 13F +10,144 shares

    <0.01% of the 13F portfolio, value $2,406,605.

    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 72,105 shares
    Change vs previous 13F -2,473 shares

    <0.01% of the 13F portfolio, value $1,815,603.

    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 74,578 shares
    Change vs previous 13F +6,794 shares

    <0.01% of the 13F portfolio, value $1,859,975.

    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 67,784 shares
    Change vs previous 13F -1,177 shares

    <0.01% of the 13F portfolio, value $977,445.

    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 68,961 shares
    Change vs previous 13F -7,767 shares

    <0.01% of the 13F portfolio, value $834,428.

    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 76,728 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $939,150.

    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).