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FIRST TRUST ADVISORS LP: HTO position timeline

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

FIRST TRUST ADVISORS LP held 490,833 HTO 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 490,833 shares
    Change vs previous 13F -41,154 shares

    0.02% of the 13F portfolio, value $29,827,921.

    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 531,987 shares
    Change vs previous 13F +29,594 shares

    0.02% of the 13F portfolio, value $31,211,676.

    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 502,393 shares
    Change vs previous 13F -813,062 shares

    0.02% of the 13F portfolio, value $24,612,232.

    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 1,315,455 shares
    Change vs previous 13F +140,226 shares

    0.05% of the 13F portfolio, value $64,062,652.

    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 1,175,229 shares
    Change vs previous 13F -120,602 shares

    0.05% of the 13F portfolio, value $61,076,662.

    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 1,295,831 shares
    Change vs previous 13F -21,890 shares

    0.06% of the 13F portfolio, value $70,869,004.

    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 1,317,721 shares
    Change vs previous 13F +873,973 shares

    0.06% of the 13F portfolio, value $64,858,219.

    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 443,748 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $25,786,196.

    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).