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

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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)
18
Total
Institutional Inflows
(last 12 months)
$10.74M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$4.39M
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HISF Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
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%
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%
11/8/2023Atria Wealth Solutions Inc.7,647$327K0.0%+40.2%1.092%
11/2/2023Capital Investment Advisory Services LLC5,810$248K0.0%-22.4%0.830%
10/24/2023Clear Creek Financial Management LLC7,433$318K0.1%-4.3%1.062%
10/24/2023Cambridge Investment Research Advisors Inc.7,941$339K0.0%+21.0%1.134%
8/21/2023VitalStone Financial LLC14,723$648K0.4%N/A2.103%
8/2/2023Bank of Montreal Can8,676$384K0.0%N/A1.239%
7/31/2023LPL Financial LLC67,862$2.99M0.0%+20.0%9.695%
7/28/2023Capital Investment Advisory Services LLC7,485$330K0.0%-10.9%1.069%
7/17/2023Clear Creek Financial Management LLC7,771$342K0.1%N/A0.914%
7/14/2023 Harbor Investment Advisory LLC574$25K0.0%N/A0.068%
7/13/2023Cambridge Investment Research Advisors Inc.6,564$289K0.0%+20.6%0.772%
5/15/2023ICA Group Wealth Management LLC10,421$463K0.1%-6.9%1.226%
5/8/2023Sigma Planning Corp4,781$213K0.0%-63.0%0.562%
5/5/2023Silver Oak Securities Incorporated9,326$415K0.1%N/A1.097%
5/3/2023Youngs Advisory Group Inc.11,292$502K0.3%-49.6%1.328%
4/28/2023Ameritas Advisory Services LLC1,793$80K0.0%N/A0.211%
4/21/2023Capital Investment Advisory Services LLC8,405$374K0.0%-4.5%0.989%
4/17/2023GPS Wealth Strategies Group LLC1,000$44K0.0%N/A0.118%
2/8/2023Belpointe Asset Management LLC748$33K0.0%N/A0.088%
2/7/2023Commonwealth Equity Services LLC4,753$209K0.0%-18.1%0.559%
2/7/2023LPL Financial LLC56,601$2.49M0.0%-9.7%6.659%
2/7/2023Envestnet Asset Management Inc.20,987$924K0.0%-3.6%2.469%
2/3/2023Capital Investment Advisory Services LLC8,805$388K0.0%-30.2%1.036%
2/1/2023Great Valley Advisor Group Inc.6,972$307K0.0%+16.9%0.820%
1/30/2023Concourse Financial Group Securities Inc.18,167$800K0.1%-3.4%2.137%
1/25/2023Youngs Advisory Group Inc.22,392$986K0.6%-40.0%2.634%
1/24/2023Sigma Planning Corp12,911$569K0.0%-2.3%1.519%
11/15/2022Harbour Investments Inc.1,277$57K0.0%N/A0.142%
11/10/2022Sigma Planning Corp13,217$577K0.0%N/A1.469%
11/10/2022ICA Group Wealth Management LLC12,305$537K0.1%-3.1%1.367%
10/26/2022Capital Investment Advisory Services LLC12,615$550K0.1%N/A1.402%
10/21/2022Great Valley Advisor Group Inc.5,962$260K0.0%N/A0.628%
10/18/2022Youngs Advisory Group Inc.37,315$1.63M1.0%N/A3.928%
10/17/2022Cambridge Investment Research Advisors Inc.10,074$440K0.0%N/A1.060%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
10/12/2022PCG Wealth Advisors LLC59,576$2.60M0.9%N/A6.271%
(Data available from 1/1/2016 forward)

HISF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HISF shares?

During the previous two years, 35 institutional investors and hedge funds held shares of First Trust High Income Strategic Focus ETF. The most heavily invested institutionals were LPL Financial LLC ($4.89M), Breakthru Advisory Services LLC ($4.16M), tru Independence LLC ($2.45M), Royal Bank of Canada ($1.78M), Cetera Investment Advisers ($1.69M), Envestnet Asset Management Inc. ($1.28M), and Commonwealth Equity Services LLC ($1.20M).Learn more on First Trust High Income Strategic Focus ETF's institutional investors.

What percentage of First Trust High Income Strategic Focus ETF's stock is owned by 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.

Which institutional investors have been buying First Trust High Income Strategic Focus ETF's stock?

Of the 26 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: Breakthru Advisory Services LLC ($98.11K), International Assets Investment Management LLC ($87.32K), tru Independence LLC ($56.65K), Cetera Investment Advisers ($38.50K), Raymond James Financial Inc. ($31.29K), Jane Street Group LLC ($27.70K), and LPL Financial LLC ($19.55K).

How much institutional buying is happening at First Trust High Income Strategic Focus ETF?

Institutional investors have bought a total of 244,288 shares in the last 24 months. This purchase volume represents approximately $10.74M in transactions.

Which of First Trust High Income Strategic Focus ETF's major shareholders have been selling company stock?

Of the 16 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: Envestnet Asset Management Inc. ($48.78K), LPL Financial LLC ($14.08K), JPMorgan Chase & Co. ($10.63K), Citadel Advisors LLC ($5.22K), Ameritas Advisory Services LLC ($4.28K), Breakthru Advisory Services LLC ($4.14K), and NewEdge Advisors LLC ($3.47K).

How much institutional selling is happening at First Trust High Income Strategic Focus ETF?

Institutional investors have sold a total of 99,439 shares in the last 24 months. This volume of shares sold represents approximately $4.39M in transactions.



This page (NASDAQ:HISF) was last updated on 7/2/2025 by MarketBeat.com Staff
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