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First Trust High Income Strategic Focus ETF (HISF) Institutional Ownership

First Trust High Income Strategic Focus ETF logo
$43.78 -0.06 (-0.14%)
As of 02:29 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust High Income Strategic Focus ETF (NASDAQ:HISF)

Current
Institutional Ownership
Percentage
51.36%
Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$43.26M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$419.94K
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HISF Institutional Buying and Selling by Quarter

First Trust High Income Strategic Focus ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 Ameritas Advisory Services LLC26,747$1.19M0.0%N/A1.189%
6/3/2026 NewEdge Advisors LLC20,125$892K0.0%-2.3%0.982%
5/19/2026 NewEdge Advisors LLC18,096$802K0.0%-12.1%0.883%
5/18/2026 Royal Bank of Canada63,120$2.80M0.0%+72.1%3.079%
5/13/2026 Cetera Investment Advisers43,769$1.94M0.0%+11.8%2.135%
5/5/2026 Geneos Wealth Management Inc.701,803$31.12M0.7%+59.2%34.234%
5/2/2026 International Assets Investment Management LLC1,250$55K0.0%-16.4%0.061%
4/27/2026 Altus Wealth Group LLC4,590$204K0.1%-11.6%0.224%
2/17/2026 Cetera Investment Advisers39,151$1.77M0.0%+3.1%2.061%
2/17/2026 Osaic Holdings Inc.3,232$146K0.0%+18.3%0.170%
2/17/2026 Royal Bank of Canada36,668$1.66M0.0%+14.9%1.930%
2/16/2026 Arax Advisory Partners4,210$190K0.0%N/A0.222%
2/13/2026 Kestra Advisory Services LLC1,666$75K0.0%N/A0.088%
2/13/2026 CreativeOne Wealth LLC11,905$539K0.0%+4.4%0.627%
2/13/2026 Altus Wealth Group LLC5,194$235K0.1%-10.8%0.273%
2/12/2026 Jane Street Group LLC11,255$509K0.0%N/A0.592%
2/12/2026 Commonwealth Equity Services LLC129,548$5.86M0.0%+38.2%6.818%
2/12/2026 Betterment LLC48,680$2.20M0.0%+14.9%2.562%
2/11/2026 LPL Financial LLC209,368$9.47M0.0%+30.6%11.019%
2/9/2026 Prospera Financial Services Inc26,740$1.21M0.0%+5.4%1.407%
2/3/2026 International Assets Investment Management LLC1,495$68K0.0%N/A0.079%
1/28/2026 Geneos Wealth Management Inc.440,757$19.94M0.5%+57.5%23.825%
1/22/2026 tru Independence LLC65,472$2.96M0.7%+9.1%3.539%
1/16/2026 Perigon Wealth Management LLC27,572$1.25M0.0%+1.4%1.532%
11/17/2025 Flow Traders U.S. LLC12,186$550K0.0%N/A0.937%
11/17/2025 Citadel Advisors LLC11,030$498K0.0%N/A0.848%
11/14/2025 Raymond James Financial Inc.23,167$1.05M0.0%+47.2%1.782%
11/13/2025 Betterment LLC42,374$1.91M0.0%N/A3.260%
11/6/2025 Ameritas Advisory Services LLC4,355$197K0.0%+52.8%0.335%
11/6/2025 Proactive Wealth Strategies LLC8,833$399K0.2%-28.0%0.679%
11/5/2025 Envestnet Asset Management Inc.25,931$1.17M0.0%-4.1%1.995%
11/3/2025 AE Wealth Management LLC1,358$61K0.0%+168.9%0.104%
10/23/2025 tru Independence LLC60,023$2.71M0.7%+2.5%4.617%
10/22/2025 Geneos Wealth Management Inc.279,920$12.64M0.3%N/A21.532%
10/17/2025 Perigon Wealth Management LLC27,181$1.23M0.0%+7.3%2.091%
10/15/2025 Private Trust Co. NA942$43K0.0%N/A0.072%
9/4/2025 Osaic Holdings Inc.2,732$122K0.0%-12.5%0.238%
8/14/2025 Jane Street Group LLC7,415$332K0.0%-72.4%0.645%
8/12/2025 CreativeOne Wealth LLC11,353$508K0.0%+20.5%0.987%
8/8/2025 Cetera Investment Advisers37,729$1.69M0.0%-2.3%3.281%
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8/6/2025 Prospera Financial Services Inc25,360$1.13M0.0%-1.8%2.205%
8/1/2025 Envestnet Asset Management Inc.27,034$1.21M0.0%-6.8%2.351%
7/21/2025 Ameritas Advisory Services LLC2,851$127K0.0%-40.0%0.238%
7/16/2025 Perigon Wealth Management LLC25,335$1.13M0.0%+4.0%2.203%
7/15/2025 tru Independence LLC58,583$2.62M0.8%+5.9%5.094%
5/19/2025Jane Street Group LLC26,872$1.19M0.0%-3.0%2.559%
5/16/2025NewEdge Advisors LLC20,410$903K0.0%-14.5%1.944%
5/15/2025Royal Bank of Canada40,248$1.78M0.0%+8.0%3.833%
5/14/2025CreativeOne Wealth LLC9,418$417K0.0%+2.9%0.897%
5/7/2025LPL Financial LLC110,511$4.89M0.0%-11.3%10.525%
4/30/2025tru Independence LLC55,303$2.45M0.8%-2.4%5.267%
4/29/2025Envestnet Asset Management Inc.29,020$1.28M0.0%-18.4%2.764%
4/29/2025Capital Investment Advisory Services LLC2,035$90K0.0%-22.8%0.194%
4/22/2025Cambridge Investment Research Advisors Inc.9,441$418K0.0%-5.6%0.899%
4/22/2025Breakthru Advisory Services LLC93,970$4.16M6.4%-4.2%8.950%
2/18/2025Breakthru Advisory Services LLC98,106$4.30M3.9%N/A9.811%
2/17/2025Visionary Wealth Advisors6,609$289K0.0%-11.3%0.661%
2/17/2025Cetera Investment Advisers38,672$1.69M0.0%+8.1%3.867%
2/17/2025Citadel Advisors LLC6,465$283K0.0%-44.7%0.647%
2/14/2025Jane Street Group LLC27,695$1.21M0.0%N/A2.770%
2/13/2025CreativeOne Wealth LLC9,156$401K0.0%+17.8%0.916%
2/13/2025Raymond James Financial Inc.15,646$685K0.0%N/A1.565%
2/13/2025Envestnet Asset Management Inc.35,543$1.56M0.0%-54.3%3.554%
2/12/2025National Bank of Canada FI800$35K0.0%N/A0.080%
2/11/2025LPL Financial LLC124,587$5.45M0.0%+7.1%12.459%
2/10/2025Altus Wealth Group LLC5,895$258K0.1%N/A0.590%
2/10/2025Tidemark LLC6,283$275K0.1%N/A0.628%
2/10/2025Commonwealth Equity Services LLC27,460$1.20M0.0%+57.3%2.746%
2/7/2025HighTower Advisors LLC10,073$441K0.0%+4.5%1.007%
2/6/2025Raymond James Financial Inc.15,646$685K0.0%N/A1.565%
2/5/2025SRS Capital Advisors Inc.5,497$241K0.0%N/A0.550%
1/31/2025Atria Wealth Solutions Inc.6,044$265K0.0%-16.2%0.604%
1/24/2025Clear Creek Financial Management LLC5,601$245K0.0%-17.3%0.560%
1/23/2025Capital Investment Advisory Services LLC2,635$115K0.0%-14.7%0.264%
1/23/2025Synergy Asset Management LLC1,302$59K0.0%N/A0.130%
1/22/2025tru Independence LLC56,646$2.48M0.8%+7.9%5.665%
1/15/2025Ameritas Advisory Services LLC4,677$205K0.0%-47.8%0.468%
12/26/2024JPMorgan Chase & Co.15,885$722K0.0%-40.1%1.589%
11/14/2024CreativeOne Wealth LLC7,772$353K0.0%N/A0.777%
11/5/2024Proactive Wealth Strategies LLC12,437$565K0.3%N/A1.244%
11/4/2024tru Independence LLC52,515$2.39M0.7%+19.1%5.252%
10/19/2024Cedrus LLC5,765$262K0.1%-16.3%0.577%
8/9/2024ICA Group Wealth Management LLC6,907$302K0.2%-6.5%0.691%
8/6/2024tru Independence LLC44,082$1.93M0.6%+4.1%4.408%
7/30/2024International Assets Investment Management LLC1,041$46K0.0%N/A0.104%
7/25/2024Raymond James Trust N.A.5,609$246K0.0%N/A0.561%
7/25/2024Clear Creek Financial Management LLC6,769$296K0.0%-4.2%0.677%
5/24/2024Cetera Investment Advisers35,585$1.57M0.0%N/A4.745%
5/14/2024CreativeOne Wealth LLC7,660$339K0.0%N/A1.021%
4/30/2024Commonwealth Equity Services LLC26,999$1.19M0.0%+9.8%3.600%
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4/25/2024Capital Investment Advisory Services LLC5,280$234K0.0%-5.0%0.704%
4/18/2024tru Independence LLC42,343$1.87M0.6%N/A5.646%
3/8/2024ICA Group Wealth Management LLC9,713$436K0.1%-3.4%1.388%
2/14/2024Waterloo Capital L.P.7,489$336K0.1%N/A1.070%
2/2/2024Atria Wealth Solutions Inc.8,178$367K0.0%+6.9%1.168%
2/1/2024Capital Investment Advisory Services LLC5,560$249K0.0%-4.3%0.794%
1/26/2024Cedrus LLC7,139$320K0.2%-16.4%1.020%
1/25/2024International Assets Investment Management LLC43,138$1.94M0.0%N/A6.163%
1/24/2024International Assets Investment Management LLC43,138$1.94M0.0%N/A6.163%
1/24/2024Clear Creek Financial Management LLC7,175$322K0.1%-3.5%1.025%


HISF Institutional Ownership - Frequently Asked Questions

During the previous two years, 38 institutional investors and hedge funds held shares of First Trust High Income Strategic Focus ETF. The most heavily invested institutionals were Geneos Wealth Management Inc. ($31.12M), LPL Financial LLC ($9.47M), Commonwealth Equity Services LLC ($5.86M), Breakthru Advisory Services LLC ($4.16M), tru Independence LLC ($2.96M), Royal Bank of Canada ($2.80M), and Betterment LLC ($2.20M).Learn more on First Trust High Income Strategic Focus ETF's institutional investors.

51.36% of First Trust High Income Strategic Focus ETF's stock is owned by institutional investors. Learn more on HISF's institutional investor holdings.

Of the 29 institutional investors that purchased First Trust High Income Strategic Focus ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Geneos Wealth Management Inc. ($701.80K), Breakthru Advisory Services LLC ($98.11K), LPL Financial LLC ($57.34K), Betterment LLC ($48.68K), Commonwealth Equity Services LLC ($45.81K), Jane Street Group LLC ($38.95K), and Raymond James Financial Inc. ($38.72K).

Institutional investors have bought a total of 963,204 shares in the last 24 months. This purchase volume represents approximately $43.26M in transactions.

The following institutional investors have sold First Trust High Income Strategic Focus ETF stock in the last 24 months: Proactive Wealth Strategies LLC ($3.43K), NewEdge Advisors LLC ($2.97K), Altus Wealth Group LLC ($1.24K), Envestnet Asset Management Inc. ($1.10K), Osaic Holdings Inc. ($389.00), and International Assets Investment Management LLC ($245.00).

Institutional investors have sold a total of 9,371 shares in the last 24 months. This volume of shares sold represents approximately $419.94K in transactions.


Related Companies

Institutional ownership data for NASDAQ:HISF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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