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

$44.26
+0.16 (+0.36%)
(As of 07/26/2024 ET)

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)
13
Total
Institutional Inflows
(last 12 months)
$10.30M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$252.72K
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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
7/25/2024 Raymond James Trust N.A.5,609$246K0.0%N/A0.561%
7/25/2024 Clear 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%
2/2/2024 Atria 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%
1/26/2024 Cedrus 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%
1/24/2024 Clear Creek Financial Management LLC7,175$322K0.1%-3.5%1.025%
1/16/2024 Raymond James & Associates5,620$252K0.0%N/A0.803%
11/8/2023 Atria 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%
10/24/2023 Clear 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%
7/17/2023 Clear 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%
5/5/2023 Silver Oak Securities Incorporated9,326$415K0.1%N/A1.097%
5/3/2023 Youngs 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%
4/17/2023 GPS 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%
2/1/2023 Great Valley Advisor Group Inc.6,972$307K0.0%+16.9%0.820%
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1/30/2023 Concourse Financial Group Securities Inc.18,167$800K0.1%-3.4%2.137%
1/25/2023 Youngs 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%
10/21/2022 Great Valley Advisor Group Inc.5,962$260K0.0%N/A0.628%
10/18/2022 Youngs 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%
10/12/2022 PCG 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, 29 institutional investors and hedge funds held shares of First Trust High Income Strategic Focus ETF. The most heavily invested institutionals were LPL Financial LLC ($2.99M), PCG Wealth Advisors LLC ($2.60M), International Assets Investment Management LLC ($1.94M), tru Independence LLC ($1.87M), Cetera Investment Advisers ($1.57M), Commonwealth Equity Services LLC ($1.19M), and Envestnet Asset Management Inc. ($924K).Learn more on HISF's institutional investors.

What percentage of First Trust High Income Strategic Focus ETF stock is owned by institutional investors?

51.36% of First Trust High Income Strategic Focus ETF 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 stock?

Of the 25 institutional investors that purchased First Trust High Income Strategic Focus ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($86.28K), PCG Wealth Advisors LLC ($59.58K), tru Independence LLC ($42.34K), Youngs Advisory Group Inc. ($37.32K), Cetera Investment Advisers ($35.59K), VitalStone Financial LLC ($14.72K), and Sigma Planning Corp ($13.22K).

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

Institutional investors have bought a total of 395,172 shares in the last 24 months. This purchase volume represents approximately $17.44M in transactions.

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

Of the 10 institutional investors that sold First Trust High Income Strategic Focus ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Youngs Advisory Group Inc. ($26.02K), Sigma Planning Corp ($8.44K), Capital Investment Advisory Services LLC ($7.34K), LPL Financial LLC ($6.09K), ICA Group Wealth Management LLC ($1.51K), Cedrus LLC ($1.40K), and Commonwealth Equity Services LLC ($1.05K).

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

Institutional investors have sold a total of 54,157 shares in the last 24 months. This volume of shares sold represents approximately $2.39M in transactions.


This page (NASDAQ:HISF) was last updated on 7/27/2024 by MarketBeat.com Staff

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