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 44 institutions that hold shares in the stock, with a total of 671,289 shares, which have been reported (via 13F filing form) to have a value of $29.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
124,587
shares
|
$5.49 Million
0.0% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Feb 18, 2025 Q4 2024 |
98,106
shares
|
$4.32 Million
3.89% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
56,646
shares
|
$2.49 Million
0.8% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
38,672
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
37,252
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
35,543
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
Reduced 54.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
27,695
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
27,460
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 57.32%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
24,147
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
23,882
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
22,616
shares
|
$996,008
0.02% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
15,646
shares
|
$689,049
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
12,581
shares
|
$554,067
0.29% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
12,200
shares
|
$537,288
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
10,073
shares
|
$443,614
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
9,999
shares
|
$440,355
0.0% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
9,156
shares
|
$403,230
0.01% of portfolio
|
Q4 2024
Added 17.81%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,907
shares
|
$304,184
0.18% of portfolio
|
Q2 2024
Reduced 6.46%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
6,747
shares
|
$297,137
0.0% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
6,609
shares
|
$291,060
0.02% of portfolio
|
Q4 2024
Reduced 11.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
6,465
shares
|
$284,718
0.0% of portfolio
|
Q4 2024
Reduced 44.68%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
6,283
shares
|
$276,703
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
6,044
shares
|
$266,177
0.0% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
5,895
shares
|
$259,615
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,765
shares
|
$253,890
0.1% of portfolio
|
Q3 2024
Reduced 16.32%
|