Institutional Ownership First Trust ETF Vi First Tr S (ISHP)
This table provides information about the institutional ownership of First Trust ETF Vi First Tr S (ISHP). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 96,662 shares, which have been reported (via 13F filing form) to have a value of $3.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
30,379
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
27,718
shares
|
$1.09 Million
1.12% of portfolio
|
Q1 2025
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
16,771
shares
|
$659,603
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,227
shares
|
$441,557
0.02% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
9,406
shares
|
$369,937
0.0% of portfolio
|
Q1 2025
Reduced 19.94%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
771
shares
|
$30,323
0.0% of portfolio
|
Q1 2025
Added 462.77%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
361
shares
|
$14,198
0.0% of portfolio
|
Q3 2023
Added 1.98%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
28
shares
|
$1,101
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$39
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|