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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,503
shares
|
$203,400
0.0% of portfolio
|
Q3 2024
Reduced 19.01%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,355
shares
|
$196,715
0.01% of portfolio
|
Q3 2025
Added 52.75%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,751
shares
|
$169,432
0.0% of portfolio
|
Q2 2025
Added 375000.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,732
shares
|
$123,404
0.0% of portfolio
|
Q2 2025
Reduced 12.46%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,358
shares
|
$61,340
0.0% of portfolio
|
Q3 2025
Added 168.91%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,261
shares
|
$56,959
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
942
shares
|
$42,550
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
660
shares
|
$29,812
0.0% of portfolio
|
Q1 2024
Added 5.94%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
172
shares
|
$7,769
0.0% of portfolio
|
Q3 2024
Reduced 13.57%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
113
shares
|
$5,104
0.0% of portfolio
|
Q2 2025
Reduced 98.24%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
110
shares
|
$4,968
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
80
shares
|
$3,613
0.0% of portfolio
|
Q1 2020
Added 381.25%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
46
shares
|
$2,077
0.0% of portfolio
|
Q4 2022
Reduced 87.89%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
34
shares
|
$1,535
0.0% of portfolio
|
Q1 2024
Reduced 26.6%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$45
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|