Go Pro
→ Buy this stock today (From Chaikin Analytics) (Ad)tc pixel Free HISF Stock Alerts

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

First Trust High Income Strategic Focus ETF logo
$43.82 +0.07 (+0.16%)
As of 12:40 PM Eastern
Compare

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)
$42.16M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.35M
Get HISF Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust High Income Strategic Focus ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

HISF Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC20,125$892K0.0%-2.3%0.982%
5/19/2026NewEdge Advisors LLC18,096$802K0.0%-12.1%0.883%
5/18/2026Royal Bank of Canada63,120$2.80M0.0%+72.1%3.079%
5/13/2026Cetera Investment Advisers43,769$1.94M0.0%+11.8%2.135%
5/5/2026Geneos 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%
2/17/2026Cetera Investment Advisers39,151$1.77M0.0%+3.1%2.061%
2/17/2026Osaic Holdings Inc.3,232$146K0.0%+18.3%0.170%
2/17/2026Royal Bank of Canada36,668$1.66M0.0%+14.9%1.930%
2/16/2026Arax Advisory Partners4,210$190K0.0%N/A0.222%
2/13/2026 Kestra Advisory Services LLC1,666$75K0.0%N/A0.088%
2/13/2026CreativeOne Wealth LLC11,905$539K0.0%+4.4%0.627%
2/13/2026 Altus Wealth Group LLC5,194$235K0.1%-10.8%0.273%
2/12/2026Jane Street Group LLC11,255$509K0.0%N/A0.592%
2/12/2026 Commonwealth Equity Services LLC129,548$5.86M0.0%+38.2%6.818%
2/12/2026Betterment LLC48,680$2.20M0.0%+14.9%2.562%
2/11/2026LPL 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%
1/28/2026Geneos Wealth Management Inc.440,757$19.94M0.5%+57.5%23.825%
1/22/2026tru Independence LLC65,472$2.96M0.7%+9.1%3.539%
1/16/2026Perigon Wealth Management LLC27,572$1.25M0.0%+1.4%1.532%
11/17/2025Flow Traders U.S. LLC12,186$550K0.0%N/A0.937%
11/17/2025Citadel Advisors LLC11,030$498K0.0%N/A0.848%
11/14/2025Raymond James Financial Inc.23,167$1.05M0.0%+47.2%1.782%
11/13/2025Betterment LLC42,374$1.91M0.0%N/A3.260%
11/6/2025Ameritas Advisory Services LLC4,355$197K0.0%+52.8%0.335%
11/6/2025Proactive Wealth Strategies LLC8,833$399K0.2%-28.0%0.679%
11/5/2025Envestnet Asset Management Inc.25,931$1.17M0.0%-4.1%1.995%
11/3/2025AE Wealth Management LLC1,358$61K0.0%+168.9%0.104%
10/23/2025tru Independence LLC60,023$2.71M0.7%+2.5%4.617%
10/22/2025Geneos Wealth Management Inc.279,920$12.64M0.3%N/A21.532%
10/17/2025Perigon Wealth Management LLC27,181$1.23M0.0%+7.3%2.091%
10/15/2025 Private Trust Co. NA942$43K0.0%N/A0.072%
9/4/2025Osaic Holdings Inc.2,732$122K0.0%-12.5%0.238%
8/14/2025Jane Street Group LLC7,415$332K0.0%-72.4%0.645%
8/12/2025CreativeOne Wealth LLC11,353$508K0.0%+20.5%0.987%
8/8/2025Cetera Investment Advisers37,729$1.69M0.0%-2.3%3.281%
8/6/2025 Prospera Financial Services Inc25,360$1.13M0.0%-1.8%2.205%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
8/1/2025Envestnet Asset Management Inc.27,034$1.21M0.0%-6.8%2.351%
7/21/2025Ameritas Advisory Services LLC2,851$127K0.0%-40.0%0.238%
7/16/2025Perigon Wealth Management LLC25,335$1.13M0.0%+4.0%2.203%
7/15/2025tru 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%
4/25/2024Capital Investment Advisory Services LLC5,280$234K0.0%-5.0%0.704%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%
1/16/2024Raymond James & Associates5,620$252K0.0%N/A0.803%


HISF Institutional Ownership - Frequently Asked Questions

During the previous two years, 39 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 938,392 shares in the last 24 months. This purchase volume represents approximately $42.16M in transactions.

Of the 9 institutional investors that sold First Trust High Income Strategic Focus ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($19.46K), Proactive Wealth Strategies LLC ($3.43K), NewEdge Advisors LLC ($2.97K), Altus Wealth Group LLC ($1.24K), Envestnet Asset Management Inc. ($1.10K), Cetera Investment Advisers ($869.00), and Prospera Financial Services Inc ($466.00).

Institutional investors have sold a total of 30,163 shares in the last 24 months. This volume of shares sold represents approximately $1.35M in transactions.


Related Companies

This page (NASDAQ:HISF) was last updated on 8/3/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel
“The unseen winner of the AI race” is not SpaceX
Marc Chaikin - the analyst who called Nvidia before its historic run - says a tech firm labeled 'the unseen wi...
Chaikin Analytics | Sponsoredtc pixel