Heritage Commerce shares owned by First Trust Advisors
Quarter-by-quarter ownership of Heritage Commerce (HTBK) shares owned by First Trust Advisors
from 13F filings
Historical chart of First Trust Advisors investment in Heritage Commerce
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Quarterly reported holdings in Heritage Commerce by First Trust Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $345k | 35k | 9.93 |
| 2025-06-30 | $401k | 40k | 9.93 |
| 2025-03-31 | $360k | 38k | 9.52 |
| 2024-12-31 | $360k | 38k | 9.38 |
| 2024-09-30 | $366k | 37k | 9.88 |
| 2024-03-31 | $1.7M | 203k | 8.58 |
| 2023-09-30 | $1.6M | 185k | 8.47 |
| 2023-06-30 | $1.6M | 188k | 8.28 |
| 2023-03-31 | $1.6M | 192k | 8.33 |
| 2022-12-31 | $2.6M | 199k | 13.00 |
| 2022-09-30 | $2.1M | 183k | 11.34 |
| 2022-06-30 | $1.2M | 116k | 10.69 |
| 2022-03-31 | $1.4M | 123k | 11.25 |
| 2021-12-31 | $1.5M | 126k | 11.94 |
| 2021-09-30 | $1.3M | 112k | 11.63 |
| 2021-06-30 | $347k | 31k | 11.13 |
| 2021-03-31 | $356k | 29k | 12.21 |
| 2020-12-31 | $210k | 24k | 8.86 |
| 2020-09-30 | $146k | 22k | 6.65 |
| 2020-06-30 | $177k | 24k | 7.51 |
| 2020-03-31 | $219k | 29k | 7.67 |
| 2019-12-31 | $423k | 33k | 12.83 |
| 2019-09-30 | $297k | 25k | 11.74 |
| 2019-06-30 | $1.2M | 102k | 12.25 |
| 2019-03-31 | $1.3M | 108k | 12.10 |
| 2018-12-31 | $1.3M | 116k | 11.34 |
| 2018-09-30 | $1.8M | 122k | 14.92 |
| 2018-06-30 | $1.8M | 104k | 16.99 |
| 2018-03-31 | $1.3M | 80k | 16.49 |
| 2017-12-31 | $1.2M | 79k | 15.32 |
| 2017-09-30 | $1.1M | 77k | 14.23 |
| 2017-06-30 | $1.1M | 81k | 13.79 |
| 2017-03-31 | $1.3M | 93k | 14.10 |
| 2016-12-31 | $1.4M | 95k | 14.43 |
| 2016-09-30 | $162k | 15k | 10.92 |
| 2016-03-31 | $308k | 31k | 10.02 |
| 2015-12-31 | $465k | 39k | 11.95 |