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

$43.87 +0.01 (+0.02%)
As of 01/17/2025 03:48 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)
9
Total
Institutional Inflows
(last 12 months)
$9.79M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$868.49K
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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
1/15/2025 Ameritas 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%
7/30/2024 International 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%
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%
1/25/2024 International Assets Investment Management LLC43,138$1.94M0.0%N/A6.163%
1/24/2024 International 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%
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4/28/2023 Ameritas 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%
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, 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), tru Independence LLC ($2.39M), Cetera Investment Advisers ($1.57M), Commonwealth Equity Services LLC ($1.19M), Envestnet Asset Management Inc. ($924K), Concourse Financial Group Securities Inc. ($800K), and JPMorgan Chase & Co. ($722K).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 21 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 ($87.32K), tru Independence LLC ($52.52K), Cetera Investment Advisers ($35.59K), CreativeOne Wealth LLC ($15.43K), VitalStone Financial LLC ($14.72K), Proactive Wealth Strategies LLC ($12.44K), and LPL Financial LLC ($11.30K).

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

Institutional investors have bought a total of 286,558 shares in the last 24 months. This purchase volume represents approximately $12.76M in transactions.

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

Of the 12 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), JPMorgan Chase & Co. ($10.63K), Sigma Planning Corp ($8.44K), Capital Investment Advisory Services LLC ($7.34K), LPL Financial LLC ($6.09K), Ameritas Advisory Services LLC ($4.28K), and Cedrus LLC ($2.52K).

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

Institutional investors have sold a total of 70,260 shares in the last 24 months. This volume of shares sold represents approximately $3.12M in transactions.


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This page (NASDAQ:HISF) was last updated on 1/21/2025 by MarketBeat.com Staff
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