Healthequity shares owned by First Trust Advisors
Quarter-by-quarter ownership of Healthequity (HQY) shares owned by First Trust Advisors
from 13F filings
Historical chart of First Trust Advisors investment in Healthequity
Tip: Access up to 7 years of quarterly data
All positions including Healthequity held by First Trust Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Healthequity by First Trust Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $6.5M | 89k | 73.05 |
| 2023-06-30 | $4.6M | 73k | 63.14 |
| 2023-03-31 | $3.2M | 54k | 58.71 |
| 2022-12-31 | $7.2M | 116k | 61.64 |
| 2022-09-30 | $16M | 240k | 67.17 |
| 2022-06-30 | $9.6M | 157k | 61.39 |
| 2022-03-31 | $1.2M | 18k | 67.41 |
| 2021-09-30 | $3.1M | 47k | 64.75 |
| 2021-06-30 | $6.0M | 75k | 80.48 |
| 2021-03-31 | $7.6M | 113k | 68.00 |
| 2020-12-31 | $887k | 13k | 69.70 |
| 2020-09-30 | $1.7M | 33k | 51.37 |
| 2020-06-30 | $1.7M | 29k | 58.67 |
| 2020-03-31 | $2.6M | 52k | 50.59 |
| 2019-06-30 | $1.4M | 21k | 65.41 |
| 2019-03-31 | $5.0M | 68k | 73.99 |
| 2018-12-31 | $6.4M | 107k | 59.65 |
| 2018-09-30 | $13M | 133k | 94.41 |
| 2018-06-30 | $9.3M | 124k | 75.10 |
| 2018-03-31 | $3.5M | 58k | 60.54 |
| 2017-12-31 | $4.4M | 95k | 46.66 |
| 2017-09-30 | $5.9M | 117k | 50.58 |
| 2017-06-30 | $4.7M | 94k | 49.83 |
| 2017-03-31 | $3.4M | 81k | 42.45 |
| 2016-12-31 | $1.9M | 46k | 40.51 |
| 2016-09-30 | $1.8M | 47k | 37.86 |
| 2016-06-30 | $410k | 14k | 30.40 |
| 2015-12-31 | $2.0M | 79k | 25.07 |