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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Quarterly reported holdings in Heritage Financial Corporation by First Trust Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $693k | 29k | 24.19 |
| 2025-06-30 | $943k | 40k | 23.84 |
| 2025-03-31 | $563k | 23k | 24.33 |
| 2024-12-31 | $616k | 25k | 24.50 |
| 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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