Who Owns First Trust High Income Strategic Focus ETF (HISF)?Hedge Fund & Institutional Holders

$44.49-0.14 (-0.30%)Financial ServicesNASDAQ

Institutional Holders

36

as of Q4 2025

Total Institutional Value

$1.9944900050002964e+71T

% of Float Held

QoQ Change in Holders

+13 / -3

Price History

$43.37$43.98$44.58$45.19$45.80Aug 24May 25Mar 26

HISF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Geneos Wealth Management Inc.New Position+441K+$19.9M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+130K+$5.0M
tru Independence LLCNew Position+65K+$3.0M
Perigon Wealth Management, LLCNew Position+28K+$1.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+24K+$1.0M
Cambridge Investment Research Advisors, Inc.Increased+23K+$595K
Proactive Wealth Strategies LLCNew Position+9K+$404K
Betterment LLCIncreased+6K+$289K
Altus Wealth Group LLCNew Position+5K+$235K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+1K+$67K
AE Wealth Management LLCNew Position+1K+$61K
PRIVATE TRUST CO NANew Position+942+$42K
HARBOR INVESTMENT ADVISORY, LLCNew Position+660+$29K
Tidemark, LLCNew Position+113+$5K
HANTZ FINANCIAL SERVICES, INC.New Position+34+$0

HISF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HighTower Advisors, LLCClosed Position-8K-$363.7M
Integrated Wealth Concepts LLCClosed Position-7K-$304.7M
MORGAN STANLEYDecreased-4K-$169.4M
Anchor Investment Management, LLCClosed Position-110-$5.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Geneos Wealth Management Inc.440,757$19.9M0.49%Share
2LPL Financial LLC209,368$9.0M0.00%Share
3COMMONWEALTH EQUITY SERVICES, LLC129,548$5.0M0.01%Share
4tru Independence LLC65,472$3.0M0.75%Share
5Betterment LLC48,680$2.2M0.00%Share
6Perigon Wealth Management, LLC27,572$1.2M0.02%Share
7ROYAL BANK OF CANADA33,668$1.0M0.00%Share
8CITADEL ADVISORS LLC35,300$1.0M0.00%Share
9Cetera Investment Advisers39,151$1.0M0.00%Share
10Prospera Financial Services Inc26,740$1.0M0.02%Share
11ENVESTNET ASSET MANAGEMENT INC24,029$1.0M0.00%Share
12Cambridge Investment Research Advisors, Inc.31,994$1.0M0.00%Share
13Proactive Wealth Strategies LLC8,942$404K0.16%Share
14Altus Wealth Group LLC5,194$235K0.09%Share
15INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,495$67K0.00%Share
16AE Wealth Management LLC1,369$61K0.00%Share
17PRIVATE TRUST CO NA942$42K0.00%Share
18HARBOR INVESTMENT ADVISORY, LLC660$29K0.00%Share
19Tidemark, LLC113$5K0.00%Share
20HANTZ FINANCIAL SERVICES, INC.34$00.00%Share
21MML INVESTORS SERVICES, LLC6,762$00.00%Share
22OSAIC HOLDINGS, INC.3,147$00.00%Share
23JANE STREET GROUP, LLC11,255$00.00%Share
24OSAIC HOLDINGS, INC.85$00.00%Share
25ROYAL BANK OF CANADA3,000$00.00%Share
26RAYMOND JAMES FINANCIAL INC11,225$00.00%Share
27Arax Advisory Partners4,210$00.00%Share
28Kestra Advisory Services, LLC1,666$00.00%Share
29RAYMOND JAMES FINANCIAL INC8,742$00.00%Share
30RAYMOND JAMES FINANCIAL INC4,470$00.00%Share
31Global Retirement Partners, LLC1,263$00.00%Share
32MORGAN STANLEY1$00.00%Share
33WELLS FARGO & COMPANY/MN1$00.00%Share
34NewEdge Advisors, LLC20,594$00.00%Share
35CreativeOne Wealth, LLC11,905$00.00%Share
36FLOW TRADERS U.S. LLC12,186$00.00%Share

HISF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202532$47.2M+14
Q3 202518$15.8B-9
Q2 202527$19.7B-5
Q1 202532$26.4B-2
Q4 202434$1.8T+9
Q3 202425$15.9T-4
Q2 202429$15.0T+5
Q1 202424$8.3T

Similar Stocks by Institutional Ownership

As of Q4 2025, 36 institutional investors hold HISF (First Trust High Income Strategic Focus ETF). The largest holder is Geneos Wealth Management Inc. with $19.9M in shares. This quarter, 13 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own HISF?

As of Q4 2025, 36 institutional investors report holding HISF (First Trust High Income Strategic Focus ETF) in their 13F filings.

Who is the largest institutional holder of HISF?

The largest institutional holder of HISF is Geneos Wealth Management Inc. with $19.9M in shares.

Is institutional ownership of HISF increasing or decreasing?

This quarter, 13 institutions opened new positions in HISF and 3 closed their positions.