Who Owns FIRST TR EXCHANGE TRADED FD (HISF)? -- Institutional Holders (2026-06-30)

42 institutions reported holding $85.5M of FIRST TR EXCHANGE TRADED FD (HISF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Geneos Wealth Management Inc. ($32.2M), LPL Financial LLC ($11.9M), COMMONWEALTH EQUITY SERVICES, LLC ($6.9M), Royal Bank of Canada ($6.7M), tru Independence LLC ($3.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Geneos Wealth Management Inc.$32.2M726,467Added
2LPL Financial LLC$11.9M267,844Added
3COMMONWEALTH EQUITY SERVICES, LLC$6.9M155,412Added
4Royal Bank of Canada$6.7M150,106Added
5tru Independence LLC$3.4M76,080Added
6ENVESTNET ASSET MANAGEMENT INC$3.3M73,443Added
7Betterment LLC$2.9M66,002Added
8&PARTNERS$2.3M51,641New
9RAYMOND JAMES FINANCIAL INC$2.2M49,843Added
10Cetera Investment Advisers$2.1M46,272Added
11Cambridge Investment Research Advisors, Inc.$2.0M45,854Added
12SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M32,344New
13Perigon Wealth Management, LLC$1.3M29,330Added
14Ameritas Advisory Services, LLC$1.2M26,747New
15Prospera Financial Services Inc$1.1M25,349Trimmed
16NewEdge Advisors, LLC$892,98320,145Added
17Proactive Wealth Strategies LLC$763,61417,227Trimmed
18BARRETT & COMPANY, INC.$756,49717,066Added
19Equitable Holdings, Inc.$512,44011,561Added
20JANE STREET GROUP, LLC$356,1668,035Trimmed
21OSAIC HOLDINGS, INC.$349,7607,890Added
22Integrated Wealth Concepts LLC$291,5826,578Trimmed
23Elevation Capital Advisory, LLC$212,7684,800New
24Arax Advisory Partners$184,4004,160Trimmed
25HARBOUR INVESTMENTS, INC.$152,0623,430Added

Source: SEC Form 13F filings · as of 2026-06-30