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Equibles

FIRST TRUST ADVISORS LP

Position in HFWA — Heritage Financial Corp /Wa/

CIK 1125816 Wheaton, IL
Back to HFWA Full portfolio

Position in HFWA

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,358,728
+$493,864 QoQ
Shares Held
45,872
+37.9% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 191 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in HFWA Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $6,372,168,381 across 203 Banks - Regional names. HFWA ranks #158 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp De
 11,072,514 $668,779,845
2 RF
Regions Financial Corp
 18,544,746 $560,051,329
3 PNC
Pnc Financial Services Group, Inc.
 1,759,998 $433,346,707
4 EWBC
East West Bancorp Inc
 3,124,825 $403,383,659
5 FNB
Fnb Corp/Pa/
 16,284,370 $310,705,779
6 WTFC
Wintrust Financial Corp
 1,749,346 $281,154,889
7 ASB
Associated Banc-Corp
 7,538,653 $231,964,352
8 FULT
Fulton Financial Corp
 8,530,330 $206,348,682

All Filings in HFWA

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,358,728 45,872
2026-03-31 $864,864 33,264
2025-12-31 $671,801 28,406
2025-09-30 $692,583 28,631
2025-06-30 $942,514 39,535
2025-03-31 $562,850 23,134
2024-12-31 $616,322 25,156
2024-09-30 $454,339 20,870
2024-06-30 $219,154 12,155
2024-03-31 $331,937 17,119
2023-12-31 $519,285 24,277
2023-09-30 $425,022 26,059
2023-06-30 $390,634 24,158
2023-03-31 $434,420 20,300
2022-12-31 $933,845 30,478
2022-09-30 $504,253 19,050
2022-06-30 $1,792,046 71,226
2022-03-31 $1,796,952 71,706
2021-12-31 $1,793,065 73,366
2021-09-30 $1,700,748 66,696
2021-06-30 $472,928 18,902
2021-03-31 $500,130 17,710
2020-12-31 $340,324 14,550
2020-09-30 $1,164,620 63,329
2020-06-30 $726,480 36,324
2020-03-31 $972,900 48,645