HISFFIRST TR EXCHANGE-TRADED FD
CUSIP 33739Q309 · Yahoo Finance ↗ · Google Finance ↗
First Tr Exchange-Traded Fd (HISF) has 33 institutional holders in Filings Flow’s 13F database, together reporting 1.67M shares worth $74M as of Q1 2026. The largest reported holders are Geneos Wealth Management Inc., Lpl Financial LLC, and Commonwealth Equity Services, LLC.
Institutional Holders
33
Q1 2026
Reported Value
$74M
Ticker
HISF
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| tru Independence LLC$202M AUM | 1.56% | $3M | 71.0K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.72% | $31M | 701.8K | Q1 2026 |
| Proactive Wealth Strategies LLC$532M AUM | 0.15% | $790,856 | 17.8K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.13% | $387,981 | 8.8K | Q1 2026 |
| Altus Wealth Group LLC$244M AUM | 0.08% | $203,524 | 4.6K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.02% | $1M | 26.8K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 40.2K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $1M | 25.4K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.02% | $551,000 | 12.2K | Q4 2025OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $538,659 | 11.9K | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $196,679 | 4.4K | Q3 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 138.8K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $89,196 | 2.0K | Q2 2025OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $271,443 | 6.1K | Q2 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.01% | $186,675 | 4.2K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.01% | $3M | 60.0K | Q1 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.00% | $5,764 | 130 | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $55,419 | 1.3K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $41,769 | 942 | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $1M | 32.2K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $892,335 | 20.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $11M | 253.9K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $423,493 | 9.4K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $299,167 | 6.7K | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $29,265 | 660 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 43.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $100,630 | 2.3K | Q1 2026 |
| Tidemark, LLC$393M AUM | 0.00% | $5,010 | 113 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $57,138 | 1.3K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $305,932 | 6.8K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 63.1K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $363,699 | 8.1K | Q3 2025OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $4,966 | 110 | Q3 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 29.4K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $75,373 | 1.7K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 41.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 23.2K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $39,001 | 880 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $143,304 | 3.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 36.7K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $1,000 | 31 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $4,523 | 102 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $58 | 1 | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $46 | 1 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.