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Disclosery

FIRST TRUST ADVISORS LP: HTBK position timeline

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

FIRST TRUST ADVISORS LP held 1,621,114 HTBK shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 1,621,114 shares
    Change vs previous 13F +46,082 shares

    1.06% of the 13F portfolio, value $20,231,503.

    13F-HR 0001604488-26-000043 filed by First Trust Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 0 shares
    • First Trust Capital Management L.P.: 1,621,114 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 1,575,032 shares
    Change vs previous 13F +1,540,294 shares

    0.01% of the 13F portfolio, value $18,916,134.

    13F-HR 0001604488-26-000005 filed by First Trust Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 25,032 shares
    • First Trust Capital Management L.P.: 1,550,000 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 34,738 shares
    Change vs previous 13F -5,625 shares

    <0.01% of the 13F portfolio, value $344,948.

    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).

  4. period ended2025-06-30
    13F 40,363 shares
    Change vs previous 13F +2,551 shares

    <0.01% of the 13F portfolio, value $400,804.

    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).

  5. period ended2025-03-31
    13F 37,812 shares
    Change vs previous 13F -567 shares

    <0.01% of the 13F portfolio, value $359,970.

    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).

  6. period ended2024-12-31
    13F 38,379 shares
    Change vs previous 13F +1,297 shares

    <0.01% of the 13F portfolio, value $359,995.

    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).

  7. period ended2024-09-30
    13F 37,082 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $366,370.

    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).