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 $29.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,609
shares
|
$248,254
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
5,601
shares
|
$247,900
0.03% of portfolio
|
Q4 2024
Reduced 17.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
5,497
shares
|
$243,297
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,677
shares
|
$207,004
0.01% of portfolio
|
Q4 2024
Reduced 47.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,503
shares
|
$199,302
0.0% of portfolio
|
Q3 2024
Reduced 19.01%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,635
shares
|
$116,625
0.01% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,302
shares
|
$57,626
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,255
shares
|
$55,546
0.0% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
800
shares
|
$35,408
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
660
shares
|
$29,211
0.0% of portfolio
|
Q1 2024
Added 5.94%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
606
shares
|
$26,821
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
505
shares
|
$22,351
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
330
shares
|
$14,605
0.0% of portfolio
|
Q4 2024
Reduced 36.66%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
172
shares
|
$7,612
0.0% of portfolio
|
Q3 2024
Reduced 13.57%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
80
shares
|
$3,540
0.0% of portfolio
|
Q1 2020
Added 381.25%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
46
shares
|
$2,035
0.0% of portfolio
|
Q4 2022
Reduced 87.89%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
34
shares
|
$1,504
0.0% of portfolio
|
Q1 2024
Reduced 26.6%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$44
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|