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 38 institutions that hold shares in the stock, with a total of 664,129 shares, which have been reported (via 13F filing form) to have a value of $29.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
139,843
shares
|
$6.29 Million
0.0% of portfolio
|
Q2 2025
Added 26.54%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Aug 13, 2025 Q2 2025 |
93,970
shares
|
$4.22 Million
6.43% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
63,968
shares
|
$2.88 Million
0.0% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
58,583
shares
|
$2.63 Million
0.79% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
37,729
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
32,221
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.94%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
27,034
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
25,360
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
25,335
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
20,534
shares
|
$923,003
0.01% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
15,735
shares
|
$707,288
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
12,264
shares
|
$551,266
0.26% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
11,353
shares
|
$510,317
0.02% of portfolio
|
Q2 2025
Added 20.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
8,953
shares
|
$402,437
0.0% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
7,962
shares
|
$357,891
0.0% of portfolio
|
Q2 2025
Reduced 21.83%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,415
shares
|
$333,304
0.0% of portfolio
|
Q2 2025
Reduced 72.41%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,907
shares
|
$310,469
0.18% of portfolio
|
Q2 2024
Reduced 6.46%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
6,747
shares
|
$303,277
0.0% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
6,071
shares
|
$272,891
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
5,824
shares
|
$261,788
0.12% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,765
shares
|
$259,136
0.1% of portfolio
|
Q3 2024
Reduced 16.32%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,609
shares
|
$252,124
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,503
shares
|
$202,409
0.0% of portfolio
|
Q3 2024
Reduced 19.01%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,210
shares
|
$189,239
0.01% of portfolio
|
Q1 2025
Reduced 23.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,851
shares
|
$128,152
0.01% of portfolio
|
Q2 2025
Reduced 40.03%
|