First Trust Advisors
HBT icon

First Trust Advisors’s HBT Financial HBT Stock Holding History

First Trust Advisors’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$300K Sell
11,216
-1,288
-10% -$35.1K ﹤0.01% 2460
2025
Q4 		$323K Sell
12,504
-4,966
-28% -$123K ﹤0.01% 2435
2025
Q3 		$440K Sell
17,470
-2,831
-14% -$72.6K ﹤0.01% 2338
2025
Q2 		$512K Buy
20,301
+1,155
+6% +$27K ﹤0.01% 2259
2025
Q1 		$429K Sell
19,146
-133
-0.7% -$3.13K ﹤0.01% 2278
2024
Q4 		$422K Buy
+19,279
New +$439K ﹤0.01% 2299
2024
Q3 		– Sell
-36,392
Closed -$743K – 2414
2024
Q2 		$743K Sell
36,392
-15,985
-31% -$304K ﹤0.01% 2033
2024
Q1 		$997K Buy
52,377
+242
+0.5% +$4.71K ﹤0.01% 1983
2023
Q4 		$1.1M Buy
52,135
+6,212
+14% +$119K ﹤0.01% 1951
2023
Q3 		$838K Buy
45,923
+33,130
+259% +$631K ﹤0.01% 2013
2023
Q2 		$236K Buy
+12,793
New +$234K ﹤0.01% 2276
2021
Q4 		– Sell
-11,822
Closed -$184K – 2550
2021
Q3 		$184K Sell
11,822
-2,369
-17% -$38.3K ﹤0.01% 2458
2021
Q2 		$247K Buy
14,191
+830
+6% +$14.7K ﹤0.01% 2396
2021
Q1 		$229K Buy
13,361
+2,532
+23% +$41.1K ﹤0.01% 2358
2020
Q4 		$164K Buy
10,829
+800
+8% +$10.9K ﹤0.01% 2279
2020
Q3 		$113K Sell
10,029
-771
-7% -$9.44K ﹤0.01% 2280
2020
Q2 		$144K Buy
+10,800
New +$129K ﹤0.01% 2302

Other funds holding HBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

First Trust Advisors's HBT Position: Q1 2026 in Review

First Trust Advisors reduced its HBT Financial (HBT) stake by 10% in Q1 2026, selling an estimated $35.1K and leaving 11,216 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #2460.

First Trust Advisors first reported a position in HBT in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.1M in Q4 2023. 129 funds tracked by Wall St. Rank hold HBT as of Q1 2026.

  • First Trust Advisors held 11,216 shares of HBT Financial worth $300K as of Q1 2026.
  • First Trust Advisors sold 1,288 HBT Financial shares in Q1 2026, an estimated $35.1K.
  • HBT Financial made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2460 holding.
  • First Trust Advisors first reported a position in HBT Financial in Q2 2020 and has held it in 17 quarters since.
  • First Trust Advisors's HBT Financial position peaked at $1.1M in Q4 2023.
  • 129 funds tracked by Wall St. Rank held HBT Financial as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.