Position in HQL
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$932,872
+$114,512 QoQ
Shares Held
57,337
+17.6% QoQ
Ownership
0.189%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HQL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $2,313,632,559 across 111 Asset Management names. HQL ranks #80 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
983,096 | $436,887,862 | |
| 2 | RJF |
Raymond James Financial Inc
|
2,459,488 | $356,109,267 | |
| 3 | STT |
State Street Corp
|
2,768,064 | $350,326,179 | |
| 4 | TROW |
Price T Rowe Group Inc
|
3,694,171 | $332,992,573 | |
| 5 | SEIC |
Sei Investments Co
|
1,822,669 | $143,024,835 | |
| 6 | BLK |
BlackRock, Inc.
|
142,210 | $136,764,779 | |
| 7 | NTRS |
Northern Trust Corp
|
855,848 | $119,450,705 | |
| 8 | PFG |
Principal Financial Group Inc
|
555,487 | $50,054,933 |
All Filings in HQL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $932,872 | 57,337 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $818,360 | 48,770 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $727,263 | 46,890 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $452,462 | 35,321 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $211,250 | 16,647 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $175,256 | 13,358 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $194,155 | 12,875 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $175,169 | 12,362 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $142,406 | 10,448 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $131,521 | 10,547 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $242,422 | 17,060 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $233,039 | 17,060 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $261,376 | 18,368 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $314,623 | 19,022 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $403,522 | 20,984 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $422,427 | 20,309 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $406,480 | 18,959 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $360,377 | 18,284 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $401,102 | 20,309 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $380,765 | 21,659 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $413,241 | 23,009 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $344,674 | 23,009 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||