First Trust Advisors
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First Trust Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

First Trust Advisors’s Portfolio HELO Stock Details HELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$514K Sell
8,206
-3,464
-30% -$217K ﹤0.01% 2256
2025
Q1 		$696K Buy
+11,670
New +$696K ﹤0.01% 2145