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Disclosery

FIRST TRUST ADVISORS LP: HTD position timeline

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

FIRST TRUST ADVISORS LP held 156,601 HTD 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 156,601 shares
    Change vs previous 13F +4,788 shares

    <0.01% of the 13F portfolio, value $3,991,759.

    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 151,813 shares
    Change vs previous 13F +8,935 shares

    <0.01% of the 13F portfolio, value $3,760,408.

    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 142,878 shares
    Change vs previous 13F +5,820 shares

    <0.01% of the 13F portfolio, value $3,380,493.

    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 137,058 shares
    Change vs previous 13F +16,883 shares

    <0.01% of the 13F portfolio, value $3,399,038.

    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 120,175 shares
    Change vs previous 13F +2,677 shares

    <0.01% of the 13F portfolio, value $2,810,893.

    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 117,498 shares
    Change vs previous 13F -3,590 shares

    <0.01% of the 13F portfolio, value $2,811,727.

    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 121,088 shares
    Change vs previous 13F +1,762 shares

    <0.01% of the 13F portfolio, value $2,666,357.

    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 119,326 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,770,749.

    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).