First Trust Advisors
HLMN icon

First Trust Advisors’s Hillman Solutions HLMN Stock Holding History

First Trust Advisors’s Portfolio HLMN Stock Details HLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.25M Buy
270,453
+110,478
+69% +$998K ﹤0.01% 1859
2025
Q4 		$1.39M Sell
159,975
-106,641
-40% -$961K ﹤0.01% 2043
2025
Q3 		$2.45M Buy
266,616
+130,528
+96% +$1.18M ﹤0.01% 1742
2025
Q2 		$972K Sell
136,088
-16,796
-11% -$126K ﹤0.01% 2076
2025
Q1 		$1.34M Buy
152,884
+96,035
+169% +$933K ﹤0.01% 1938
2024
Q4 		$554K Sell
56,849
-2,746
-5% -$29.4K ﹤0.01% 2218
2024
Q3 		$629K Buy
59,595
+7,840
+15% +$75.6K ﹤0.01% 2119
2024
Q2 		$458K Sell
51,755
-188,865
-78% -$1.78M ﹤0.01% 2146
2024
Q1 		$2.56M Buy
240,620
+43,396
+22% +$405K ﹤0.01% 1625
2023
Q4 		$1.82M Buy
197,224
+140,711
+249% +$1.07M ﹤0.01% 1767
2023
Q3 		$466K Sell
56,513
-860
-1% -$7.81K ﹤0.01% 2160
2023
Q2 		$517K Sell
57,373
-119,447
-68% -$996K ﹤0.01% 2128
2023
Q1 		$1.49M Buy
176,820
+115,710
+189% +$1.01M ﹤0.01% 1826
2022
Q4 		$441K Buy
+61,110
New +$460K ﹤0.01% 2225
2022
Q2 		– Sell
-56,577
Closed -$672K – 2543
2022
Q1 		$672K Buy
+56,577
New +$557K ﹤0.01% 2174

Other funds holding HLMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return