Institutional Ownership First Tr Exc Traded Fd Iv High (HISF)
This table provides information about the institutional ownership of First Tr Exc Traded Fd Iv High (HISF). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 952,697 shares, which have been reported (via 13F filing form) to have a value of $43 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
279,920
shares
|
$12.6 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
160,286
shares
|
$7.24 Million
0.0% of portfolio
|
Q3 2025
Added 14.62%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
93,741
shares
|
$4.23 Million
0.01% of portfolio
|
Q3 2025
Added 46.54%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
60,023
shares
|
$2.71 Million
0.74% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
42,374
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
37,959
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
31,926
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.94%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
27,181
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
25,931
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
25,360
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
23,167
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 47.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
20,563
shares
|
$928,830
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,186
shares
|
$550,441
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
11,403
shares
|
$515,073
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
11,030
shares
|
$498,225
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
8,960
shares
|
$404,723
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
8,833
shares
|
$398,986
0.19% of portfolio
|
Q3 2025
Reduced 27.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
8,052
shares
|
$363,708
0.0% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,907
shares
|
$311,989
0.18% of portfolio
|
Q2 2024
Reduced 6.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
6,759
shares
|
$305,304
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
6,747
shares
|
$304,761
0.0% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
6,071
shares
|
$274,227
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
5,826
shares
|
$263,160
0.11% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,765
shares
|
$260,405
0.1% of portfolio
|
Q3 2024
Reduced 16.32%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,609
shares
|
$253,358
0.01% of portfolio
|
Q2 2024
New holding
|
|