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Livermore
Livermore
ZHEN

First Trust Advisors LP

SEC CIK
0001125816
Latest filing
Aug 11, 2026

HQY holding history

Healthequity, Inc. in every 13F filed by First Trust Advisors LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HQY overviewAll 13F holders of HQYFull Q2 2026 holdings

Shares (Q2 2026)
43,609
Value
$3.94M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of HQY by First Trust Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,609$3.94M<0.1%+5,523+14.5%AddedHolders
Q1 202638,086$3.18M<0.1%+7,439+24.3%AddedHolders
Q4 202530,647$2.81M<0.1%−23,255−43.1%ReducedHolders
Q3 202553,902$5.11M<0.1%+2,576+5.0%AddedHolders
Q2 202551,326$5.38M<0.1%−95,617−65.1%ReducedHolders
Q1 2025146,943$13.0M<0.1%+62,636+74.3%AddedHolders
Q4 202484,307$8.09M<0.1%−61,589−42.2%ReducedHolders
Q3 2024145,896$11.9M<0.1%−31,971−18.0%ReducedHolders
Q2 2024177,867$15.3M<0.1%+70,534+65.7%AddedHolders
Q1 2024107,333$8.76M<0.1%−10,209−8.7%ReducedHolders
Q4 2023117,542$7.79M<0.1%+28,228+31.6%AddedHolders
Q3 202389,314$6.52M<0.1%+16,683+23.0%AddedHolders
Q2 202372,631$4.59M<0.1%+18,876+35.1%AddedHolders
Q1 202353,755$3.16M<0.1%−62,307−53.7%ReducedHolders
Q4 2022116,062$7.15M<0.1%−124,284−51.7%ReducedHolders
Q3 2022240,346$16.1M<0.1%+83,304+53.0%AddedHolders
Q2 2022157,042$9.64M<0.1%+139,093+774.9%AddedHolders
Q1 202217,949$1.21M<0.1%+17,949NewHolders
Q4 20210$00.0%−47,150−100.0%Sold outHolders
Q3 202147,150$3.05M<0.1%−27,974−37.2%ReducedHolders
Q2 202175,124$6.05M<0.1%−37,341−33.2%ReducedHolders
Q1 2021112,465$7.65M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.