Who owns HISF?
First Trust High Income Strategic Focus ETF · First Trust
38 institutions reported holding HISF, worth $87.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HISF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Geneos Wealth Management Inc. | Englewood, CO | $32.2M | 726,467 | +24,664 shares |
| LPL Financial LLC | Fort Mill, SC | $11.9M | 267,844 | +13,894 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $6.9M | 155,412 | +16,586 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $6.7M | 150,106 | +86,986 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $4.1M | 91,708 | +59,499 shares |
| tru Independence LLC | Portland, OR | $3.4M | 76,080 | +5,112 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $3.3M | 73,443 | +50,238 shares |
| Betterment LLC | New York, NY | $2.9M | 66,002 | +5,974 shares |
| &Partners | Nashville, TN | $2.3M | 51,641 | New position |
| Raymond James Financial Inc. | St. Petersburg, FL | $2.2M | 49,843 | +20,464 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Compare what they hold: HISF vs PFIG, HISF vs THY, HISF vs BFOR, HISF vs FCVT.
Frequently asked questions
Who owns HISF?
38 institutional managers reported holding HISF in Form 13F filings for June 30, 2026, worth $87.6M in total. The largest reported position was held by Geneos Wealth Management Inc., at $32.2M.
Did institutions buy or sell HISF last quarter?
Reported 13F value rose 19.6% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HISF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.