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FIRST TRUST ADVISORS LP

CIK
1125816
City
Wheaton
State / Country
IL

Top Portfolio Positions

2,357 positions · $133,983,680,913 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in HRTG

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Shares Held

Position Value (USD)

11 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,278,972 86,818
2025-12-31 $2,406,605 82,249
2025-09-30 $1,815,603 72,105
2025-06-30 $1,859,975 74,578
2025-03-31 $977,445 67,784
2024-12-31 $834,428 68,961
2024-09-30 $939,150 76,728
2021-06-30 $536,086 62,481
2021-03-31 $719,679 64,953
2020-12-31 $605,156 59,739
2020-09-30 $631,882 62,439