HISF

First TR Hi Inc Strat FocETF
UnclassifiedUSCUSIP 33739Q309◍ Confluence graph
Tracked 13F Holders
34
-8 QoQ
13F Value (tracked)
$73.5M
13F Moves · latest Q
11 added
2 trimmed
Recent Filings
0

Who owns HISF?

34 tracked 13F filers

34 tracked 13F filers disclose a position in HISF as of the latest SEC 13F filings, a combined $73.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Geneos Wealth Management Inc.
$32.2M
726K
+3.5%
Added · +25K sh
Q2 2026
2LPL Financial LLC
$11.3M
254K
+21%
Added · +45K sh
Q1 2026
3COMMONWEALTH EQUITY SERVICES, LLC
$6.2M
139K
+7.2%
Added · +9K sh
Q1 2026
4tru Independence LLC
$3.4M
76K
+7.2%
Added · +5K sh
Q2 2026
5ROYAL BANK OF CANADA
$2.8M
63K
+72%
Added · +26K sh
Q1 2026
6&PARTNERS
$2.3M
52K
New
+52K sh
Q2 2026
7Cetera Investment Advisers
$1.9M
44K
+12%
Added · +5K sh
Q1 2026
8CITADEL ADVISORS LLC
$1.8M
41K
+17%
Added · +6K sh
Q1 2026
9JANE STREET GROUP, LLC
$1.6M
37K
+226%
Added · +25K sh
Q1 2026
10RAYMOND JAMES FINANCIAL INC
$1.3M
29K
+20%
Added · +5K sh
Q1 2026
11Perigon Wealth Management, LLC
$1.3M
29K
+9.5%
Added · +3K sh
Q2 2026
12Ameritas Advisory Services, LLC
$1.2M
27K
New
+27K sh
Q2 2026
13Prospera Financial Services Inc
$1.1M
25K
~0%
Reduced · −11 sh
Q2 2026
14ENVESTNET ASSET MANAGEMENT INC
$1.0M
23K
−3.4%
Reduced · −824 sh
Q1 2026
15NewEdge Advisors, LLC
$893K
20K
+0.1%
Added · +20 sh
Q2 2026
16Proactive Wealth Strategies LLC
$764K
17K
−3.4%
Reduced · −609 sh
Q2 2026
17BARRETT & COMPANY, INC.
$756K
17K
+95%
Added · +8K sh
Q2 2026
18Equitable Holdings, Inc.
$512K
12K
+24%
Added · +2K sh
Q2 2026
19Integrated Wealth Concepts LLC
$292K
7K
−2.5%
Reduced · −169 sh
Q2 2026
20Elevation Capital Advisory, LLC
$213K
5K
New
+5K sh
Q2 2026
21Arax Advisory Partners
$184K
4K
−1.2%
Reduced · −50 sh
Q2 2026
22OSAIC HOLDINGS, INC.
$143K
3K
Held
Q1 2026
23HARBOUR INVESTMENTS, INC.
$101K
2K
New
+2K sh
Q1 2026
24INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
$57K
1K
+2.1%
Added · +26 sh
Q2 2026
25Global Retirement Partners, LLC
$56K
1K
+0.3%
Added · +4 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is HISF being bought or sold by institutions?

Last quarter, 5 funds opened a new position in HISF and 6 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
6
funds
Reduced
2
funds
Exited
0
funds

Funds that own HISF also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN16 funds$2.4B
NVIDIA CORPNVDA15 funds$4.5B
ISHARES CORE S&P 500 ETFIVV15 funds$3.8B
APPLE INCAAPL15 funds$3.0B
MICROSOFT CORPMSFT15 funds$1.7B
BROADCOM INCAVGO15 funds$1.4B
ALPHABET INC-CL AGOOGL15 funds$1.4B
META PLATFORMS INC-CLASS AMETA15 funds$1.3B
INVESCO QQQ TRUST SERIES 1QQQ15 funds$1.3B
SS SPDR S&P 500 ETF TRUST-USSPY15 funds$1.2B
ALPHABET INC-CL CGOOG15 funds$1.2B
JPMORGAN CHASE & COJPM15 funds$1.1B

Ranked by how many of HISF's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

21 funds-2 since Q3 2024
01529Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $45.3M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for HISF

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Ask your agent what changed in HISF

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/HISF/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for HISF.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for HISF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.