# FIRST TR EXCHANGE-TRADED FD (HISF)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HISF/

- Reporting holders: 38
- Reported value: $91.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Geneos Wealth Management Inc.](https://holderbook.com/funds/1764754-geneos-wealth-management-inc/) | $32.2M | 726,467 | 0.7% | 4 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $11.9M | 267,844 | 0.0% | 31 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $6.9M | 155,412 | 0.0% | 11 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $6.7M | 150,106 | 0.0% | 31 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $6.5M | 146,886 | 0.0% | 11 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $4.1M | 91,708 | 0.0% | 31 |
| [tru Independence LLC](https://holderbook.com/funds/1785445-tru-independence-llc/) | $3.4M | 76,080 | 1.5% | 10 |
| [Betterment LLC](https://holderbook.com/funds/1633901-betterment-llc/) | $2.9M | 66,002 | 0.0% | 4 |
| [&PARTNERS](https://holderbook.com/funds/107136-partners/) | $2.3M | 51,641 | 0.0% | 1 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $2.2M | 49,843 | 0.0% | 7 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $2.1M | 46,272 | 0.0% | 10 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $1.4M | 32,344 | 0.0% | 1 |
| [Perigon Wealth Management, LLC](https://holderbook.com/funds/1575239-perigon-wealth-management-llc/) | $1.3M | 29,330 | 0.0% | 9 |
| [Ameritas Advisory Services, LLC](https://holderbook.com/funds/1901275-ameritas-advisory-services-llc/) | $1.2M | 26,747 | 0.0% | 1 |
| [Prospera Financial Services Inc](https://holderbook.com/funds/1541625-prospera-financial-services-inc/) | $1.1M | 25,349 | 0.0% | 10 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $893.0K | 20,145 | 0.0% | 14 |
| [Proactive Wealth Strategies LLC](https://holderbook.com/funds/2043129-proactive-wealth-strategies-llc/) | $763.6K | 17,227 | 0.1% | 8 |
| [BARRETT & COMPANY, INC.](https://holderbook.com/funds/887602-barrett-company-inc/) | $756.5K | 17,066 | 0.2% | 2 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $583.2K | 13,156 | 0.0% | 2 |
| [Equitable Holdings, Inc.](https://holderbook.com/funds/1333986-equitable-holdings-inc/) | $512.4K | 11,561 | 0.0% | 2 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $356.2K | 8,035 | 0.0% | 3 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $349.8K | 7,890 | 0.0% | 26 |
| [Elevation Capital Advisory, LLC](https://holderbook.com/funds/1871112-elevation-capital-advisory-llc/) | $212.8K | 4,800 | 0.1% | 1 |
| [Arax Advisory Partners](https://holderbook.com/funds/1586767-arax-advisory-partners/) | $184.4K | 4,160 | 0.0% | 3 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $152.1K | 3,430 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 38 | $91.1M |
| Q1 2026 | 33 | $73.1M |
| Q4 2025 | 32 | $55.7M |
| Q3 2025 | 32 | $41.7M |
| Q2 2025 | 30 | $29.4M |
| Q1 2025 | 32 | $29.8M |
| Q4 2024 | 36 | $28.1M |
| Q3 2024 | 33 | $25.9M |
| Q2 2024 | 37 | $23.9M |
| Q1 2024 | 34 | $18.3M |
| Q4 2023 | 33 | $16.1M |
| Q3 2023 | 29 | $14.4M |