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Disclosery

FIRST TRUST ADVISORS LP: HWM position timeline

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

FIRST TRUST ADVISORS LP held 811,338 HWM 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 811,338 shares
    Change vs previous 13F +350,454 shares

    0.13% of the 13F portfolio, value $218,135,866.

    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 460,884 shares
    Change vs previous 13F -48,770 shares

    0.08% of the 13F portfolio, value $106,215,109.

    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 509,654 shares
    Change vs previous 13F +173,307 shares

    0.08% of the 13F portfolio, value $104,489,425.

    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 336,347 shares
    Change vs previous 13F -76,769 shares

    0.05% of the 13F portfolio, value $66,001,219.

    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 413,116 shares
    Change vs previous 13F -77,963 shares

    0.06% of the 13F portfolio, value $76,893,590.

    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 491,079 shares
    Change vs previous 13F -35,616 shares

    0.06% of the 13F portfolio, value $63,707,882.

    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 526,695 shares
    Change vs previous 13F -187,531 shares

    0.05% of the 13F portfolio, value $57,604,456.

    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 714,226 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $71,601,142.

    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).