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 37 institutions that hold shares in the stock, with a total of 561,259 shares, which have been reported (via 13F filing form) to have a value of $24.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
116,330
shares
|
$5.11 Million
0.0% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
77,795
shares
|
$3.42 Million
0.0% of portfolio
|
Q3 2024
Added 973.33%
|
|
|
Tru Independence LLC
|
Nov 04, 2024 Q3 2024 |
52,515
shares
|
$2.31 Million
0.72% of portfolio
|
Q3 2024
Added 19.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
37,417
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Added 108.35%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
35,758
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
23,954
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
23,855
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
21,288
shares
|
$934,968
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
17,455
shares
|
$766,623
0.0% of portfolio
|
Q3 2024
Reduced 35.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
15,885
shares
|
$697,669
0.0% of portfolio
|
Q3 2024
Reduced 40.08%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
12,437
shares
|
$546,233
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
12,115
shares
|
$532,090
0.0% of portfolio
|
Q3 2024
Added 161.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
11,686
shares
|
$513,249
0.0% of portfolio
|
Q3 2024
Reduced 63.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,635
shares
|
$423,169
0.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
9,379
shares
|
$411,925
0.0% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
8,952
shares
|
$393,171
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,772
shares
|
$341,346
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
7,454
shares
|
$327,379
0.02% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
7,213
shares
|
$316,794
0.0% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
6,907
shares
|
$303,355
0.18% of portfolio
|
Q2 2024
Reduced 6.46%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,769
shares
|
$297,294
0.04% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
6,747
shares
|
$296,328
0.0% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,765
shares
|
$253,198
0.1% of portfolio
|
Q3 2024
Reduced 16.32%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
5,609
shares
|
$246,347
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
5,151
shares
|
$226,231
0.0% of portfolio
|
Q3 2024
Reduced 68.56%
|