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 40 institutions that hold shares in the stock, with a total of 536,093 shares, which have been reported (via 13F filing form) to have a value of $23.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
109,409
shares
|
$4.83 Million
0.0% of portfolio
|
Q2 2024
Added 59.85%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
52,515
shares
|
$2.32 Million
0.72% of portfolio
|
Q3 2024
Added 19.13%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
42,570
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
35,463
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
32,282
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
26,511
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
23,954
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
23,818
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
21,288
shares
|
$940,503
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
17,959
shares
|
$793,428
0.0% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
17,455
shares
|
$771,161
0.0% of portfolio
|
Q3 2024
Reduced 35.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
16,383
shares
|
$723,800
0.0% of portfolio
|
Q2 2024
Added 34.45%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
12,437
shares
|
$549,466
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
9,523
shares
|
$420,726
0.0% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
9,379
shares
|
$414,364
0.0% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
8,952
shares
|
$395,499
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
8,098
shares
|
$357,769
0.0% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
7,325
shares
|
$323,618
0.02% of portfolio
|
Q2 2024
Added 10.75%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
7,248
shares
|
$320,216
0.0% of portfolio
|
Q2 2024
Reduced 23.53%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,907
shares
|
$305,151
0.18% of portfolio
|
Q2 2024
Reduced 6.46%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
6,857
shares
|
$302,942
0.0% of portfolio
|
Q4 2023
Reduced 47.16%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,769
shares
|
$299,054
0.04% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,765
shares
|
$254,697
0.1% of portfolio
|
Q3 2024
Reduced 16.32%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
5,609
shares
|
$247,805
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
4,972
shares
|
$219,662
0.0% of portfolio
|
Q1 2024
New holding
|