First Trust Advisors
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First Trust Advisors’s HCI Group HCI Stock Holding History

First Trust Advisors’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.96M Sell
11,171
-18,709
-63% -$2.95M ﹤0.01% 2018
2026
Q1 		$4.62M Buy
29,880
+4,285
+17% +$702K ﹤0.01% 1487
2025
Q4 		$4.91M Sell
25,595
-19,207
-43% -$3.62M ﹤0.01% 1414
2025
Q3 		$8.6M Buy
44,802
+503
+1% +$79.7K 0.01% 1143
2025
Q2 		$6.74M Buy
44,299
+39,790
+882% +$6.11M 0.01% 1220
2025
Q1 		$673K Buy
4,509
+82
+2% +$10.4K ﹤0.01% 2155
2024
Q4 		$516K Buy
+4,427
New +$504K ﹤0.01% 2246
2021
Q3 		– Sell
-16,584
Closed -$1.65M – 2562
2021
Q2 		$1.65M Buy
16,584
+213
+1% +$17.3K ﹤0.01% 1878
2021
Q1 		$1.26M Buy
16,371
+1,501
+10% +$94.6K ﹤0.01% 1911
2020
Q4 		$778K Sell
14,870
-678
-4% -$34.2K ﹤0.01% 1993
2020
Q3 		$766K Buy
+15,548
New +$789K ﹤0.01% 1870
2018
Q3 		– Sell
-9,152
Closed -$380K – 2472
2018
Q2 		$380K Buy
9,152
+962
+12% +$39.8K ﹤0.01% 2238
2018
Q1 		$313K Buy
8,190
+1,097
+15% +$39.6K ﹤0.01% 2145
2017
Q4 		$212K Buy
7,093
+703
+11% +$23.4K ﹤0.01% 2317
2017
Q3 		$244K Buy
+6,390
New +$262K ﹤0.01% 2285
2016
Q2 		– Sell
-64,887
Closed -$2.16M – 2314
2016
Q1 		$2.16M Buy
64,887
+29,845
+85% +$972K 0.01% 1264
2015
Q4 		$1.22M Sell
35,042
-318
-0.9% -$12.4K ﹤0.01% 1654
2015
Q3 		$1.37M Sell
35,360
-14,774
-29% -$612K ﹤0.01% 1585
2015
Q2 		$2.22M Buy
50,134
+18,055
+56% +$810K 0.01% 1470
2015
Q1 		$1.47M Sell
32,079
-602
-2% -$27.9K ﹤0.01% 1604
2014
Q4 		$1.41M Sell
32,681
-10,766
-25% -$475K ﹤0.01% 1606
2014
Q3 		$1.56M Buy
43,447
+37,542
+636% +$1.52M 0.01% 1521
2014
Q2 		$240K Sell
5,905
-50,164
-89% -$1.94M ﹤0.01% 2106
2014
Q1 		$2.04M Buy
56,069
+47,612
+563% +$2.09M 0.01% 1372
2013
Q4 		$452K Sell
8,457
-5,448
-39% -$249K ﹤0.01% 1942
2013
Q3 		$568K Buy
+13,905
New +$482K ﹤0.01% 1841

Other funds holding HCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

First Trust Advisors's HCI Position: Q2 2026 in Review

First Trust Advisors reduced its HCI Group (HCI) stake by 63% in Q2 2026, selling an estimated $2.95M and leaving 11,171 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

First Trust Advisors first reported a position in HCI in Q3 2013 and has held it in 26 quarters since. The position peaked at $8.6M in Q3 2025. 289 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

  • First Trust Advisors held 11,171 shares of HCI Group worth $1.96M as of Q2 2026.
  • First Trust Advisors sold 18,709 HCI Group shares in Q2 2026, an estimated $2.95M.
  • HCI Group made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2018 holding.
  • First Trust Advisors first reported a position in HCI Group in Q3 2013 and has held it in 26 quarters since.
  • First Trust Advisors's HCI Group position peaked at $8.6M in Q3 2025.
  • 289 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.