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Heritage Financial Corporation shares owned by First Trust Advisors

Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by First Trust Advisors from 13F filings

Historical chart of First Trust Advisors investment in Heritage Financial Corporation

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All positions including Heritage Financial Corporation held by First Trust Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Heritage Financial Corporation by First Trust Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $454k 21k 21.77
2024-03-31 $332k 17k 19.39
2023-09-30 $425k 26k 16.31
2023-06-30 $391k 24k 16.17
2023-03-31 $434k 20k 21.40
2022-12-31 $935k 31k 30.66
2022-09-30 $504k 19k 26.46
2022-06-30 $1.8M 71k 25.16
2022-03-31 $1.8M 72k 25.06
2021-12-31 $1.8M 73k 24.44
2021-09-30 $1.7M 67k 25.50
2021-06-30 $473k 19k 25.02
2021-03-31 $500k 18k 28.23
2020-12-31 $340k 15k 23.37
2020-09-30 $1.2M 63k 18.40
2020-06-30 $726k 36k 19.99
2020-03-31 $973k 49k 20.00
2019-12-31 $1.4M 50k 28.31
2019-09-30 $1.3M 47k 26.96
2019-06-30 $790k 27k 29.52
2019-03-31 $2.1M 69k 30.14
2018-12-31 $2.0M 66k 29.72
2018-09-30 $4.1M 116k 35.15
2018-06-30 $3.5M 99k 34.85
2018-03-31 $1.2M 40k 30.60
2017-12-31 $1.1M 36k 30.81
2017-09-30 $1.1M 38k 29.50
2017-06-30 $1.9M 71k 26.50
2017-03-31 $2.0M 80k 24.75
2016-12-31 $2.2M 84k 25.75
2016-09-30 $792k 44k 17.94
2016-06-30 $792k 45k 17.57
2016-03-31 $796k 45k 17.56
2015-12-31 $1.0M 53k 18.84
2015-09-30 $675k 36k 18.82
2015-06-30 $513k 29k 17.86
2015-03-31 $489k 29k 16.99
2014-12-31 $626k 36k 17.55
2014-09-30 $535k 34k 15.85
2014-06-30 $267k 17k 16.08

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Top funds holding Heritage Financial Corporation

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
Jennison Associates
Alliancebernstein
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Bank of New York Mellon
Morgan Stanley
Goldman Sachs Group
Northern Trust
Arrowstreet Capital, Limited Partnership
Manufacturers Life Insurance Company

View all funds holding Heritage Financial Corporation