HEALTHEQUITY INC

Ticker: HQY CUSIP: 42226A107 Class: EQTY

FIRST TRUST ADVISORS LP's Holding History (CIK: 0001125816)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 30,647 Value ($000) $2,808 Avg Close $95.73 Range $87.58 - $105.96
Q3 2025
Shares 53,902 Value ($000) $5,108 Avg Close $94.11 Range $86.63 - $105.47
Q2 2025
Shares 51,326 Value ($000) $5,377 Avg Close $94.79 Range $74.07 - $116.65
Q1 2025
Shares 146,943 Value ($000) $12,985 Avg Close $102.56 Range $80.33 - $115.59
Q4 2024
Shares 84,307 Value ($000) $8,089 Avg Close $93.19 Range $76.85 - $105.82
Q3 2024
Shares 145,896 Value ($000) $11,942 Avg Close $77.16 Range $65.01 - $88.26
Q2 2024
Shares 177,867 Value ($000) $15,332 Avg Close $80.80 Range $74.75 - $87.72
Q1 2024
Shares 107,333 Value ($000) $8,762 Avg Close $78.08 Range $66.00 - $84.49
Q4 2023
Shares 117,542 Value ($000) $7,793 Avg Close $69.33 Range $61.81 - $76.62
Q3 2023
Shares 89,314 Value ($000) $6,524 Avg Close $67.56 Range $61.32 - $76.30
Q2 2023
Shares 72,631 Value ($000) $4,586 Avg Close $57.99 Range $48.86 - $67.78
Q1 2023
Shares 53,755 Value ($000) $3,156 Avg Close $60.73 Range $52.27 - $68.83
Q4 2022
Shares 116,062 Value ($000) $7,154 Avg Close $67.21 Range $57.38 - $79.20
Q3 2022
Shares 240,346 Value ($000) $16,144 Avg Close $63.29 Range $54.85 - $74.04
Q2 2022
Shares 157,042 Value ($000) $9,641 Avg Close $64.05 Range $53.10 - $72.70
Q1 2022
Shares 17,949 Value ($000) $1,210 Avg Close $54.00 Range $43.98 - $68.88
Q3 2021
Shares 47,150 Value ($000) $3,053 Avg Close $69.45 Range $60.21 - $82.71
Q2 2021
Shares 75,124 Value ($000) $6,046 Avg Close $76.19 Range $65.40 - $84.78
Q1 2021
Shares 112,465 Value ($000) $7,648 Avg Close $78.57 Range $66.14 - $93.32
Q4 2020
Shares 12,726 Value ($000) $887 Avg Close $62.20 Range $49.09 - $75.72
Q3 2020
Shares 33,212 Value ($000) $1,706 Avg Close $54.93 Range $45.82 - $64.78
Q2 2020
Shares 29,077 Value ($000) $1,706 Avg Close $55.30 Range $40.55 - $67.94
Q1 2020
Shares 52,129 Value ($000) $2,637 Avg Close $66.40 Range $34.40 - $88.78
Q2 2019
Shares 20,929 Value ($000) $1,369 Avg Close $69.61 Range $61.66 - $78.90
Q1 2019
Shares 67,946 Value ($000) $5,027 Avg Close $70.30 Range $50.29 - $85.07
Q4 2018
Shares 107,070 Value ($000) $6,387 Avg Close $80.61 Range $53.19 - $101.58
Q3 2018
Shares 133,036 Value ($000) $12,560 Avg Close $86.15 Range $72.63 - $99.99
Q2 2018
Shares 123,528 Value ($000) $9,277 Avg Close $71.83 Range $59.50 - $82.04
Q1 2018
Shares 58,293 Value ($000) $3,529 Avg Close $54.14 Range $46.08 - $68.75
Q4 2017
Shares 94,992 Value ($000) $4,432 Avg Close $49.51 Range $42.92 - $55.31
Q3 2017
Shares 116,500 Value ($000) $5,893 Avg Close $46.55 Range $40.21 - $51.85
Q2 2017
Shares 94,283 Value ($000) $4,698 Avg Close $46.77 Range $41.50 - $54.95
Q1 2017
Shares 80,607 Value ($000) $3,422 Avg Close $44.25 Range $37.62 - $49.25
Q4 2016
Shares 46,160 Value ($000) $1,870 Avg Close $38.65 Range $30.34 - $45.00
Q3 2016
Shares 47,306 Value ($000) $1,791 Avg Close $31.68 Range $27.45 - $38.00
Q2 2016
Shares 13,488 Value ($000) $410 Avg Close $26.26 Range $22.26 - $30.40
Q4 2015
Shares 78,553 Value ($000) $1,969 Avg Close $30.72 Range $24.71 - $35.78