FIRST TR HI INC STRAT FOC (HISF) Institutional Ownership Changes & 13F Activity
FIRST TR HI INC STRAT FOC (HISF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Royal Bank Of Canada, &Partners, Envestnet Asset Management Inc, Susquehanna International Group, Llp, and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -169 | -2.5% | 6,578 | $291.58K | Q2 2026 | Sep 09, 2026 |
| Equitable Holdings, Inc. | Buy | +2,201 | +23.5% | 11,561 | $512.44K | Q2 2026 | Aug 17, 2026 |
| Royal Bank Of Canada | Buy | +86,986 | +137.8% | 150,106 | $6.65M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +51,641 | — | 51,641 | $2.29M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +32,344 | — | 32,344 | $1.43M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -28,687 | -78.1% | 8,035 | $356.17K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +26,747 | — | 26,747 | $1.19M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +20,464 | +69.7% | 49,843 | $2.21M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +5,974 | +10.0% | 66,002 | $2.93M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4,658 | +144.1% | 7,890 | $349.76K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +210 | — | 210 | $9.33K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +1 | — | 1 | $50.00 | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +2,503 | +5.7% | 46,272 | $2.05M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +2,049 | +11.3% | 20,145 | $892.98K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +1,161 | +51.2% | 3,430 | $152.06K | Q2 2026 | Aug 12, 2026 |
| Tru Independence Llc | Buy | +5,112 | +7.2% | 76,080 | $3.37M | Q2 2026 | Aug 10, 2026 |
| Proactive Wealth Strategies Llc | Sell | -609 | -3.4% | 17,227 | $763.61K | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Sell | -50 | -1.2% | 4,160 | $184.40K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +13,894 | +5.5% | 267,844 | $11.87M | Q2 2026 | Aug 07, 2026 |
| Perigon Wealth Management, Llc | Buy | +2,538 | +9.5% | 29,330 | $1.30M | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | Buy | +24,664 | +3.5% | 726,467 | $32.20M | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, Llc | Buy | +518 | — | 518 | $22.96K | Q2 2026 | Aug 06, 2026 |
| Envestnet Asset Management Inc | Buy | +50,238 | +216.5% | 73,443 | $3.26M | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +13,645 | +42.4% | 45,854 | $2.03K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +16,586 | +11.9% | 155,412 | $6.89M | Q2 2026 | Jul 29, 2026 |
| Mcdonald Partners Llc | Buy | +250 | — | 250 | $11.08K | Q2 2026 | Jul 28, 2026 |
| Elevation Capital Advisory, Llc | Buy | +4,800 | — | 4,800 | $212.77K | Q2 2026 | Jul 27, 2026 |
| Barrett & Company, Inc. | Buy | +8,316 | +95.0% | 17,066 | $756.50K | Q2 2026 | Jul 24, 2026 |
| International Assets Investment Management, Llc | Buy | +26 | +2.1% | 1,276 | $56.51K | Q2 2026 | Jul 22, 2026 |
| Prospera Financial Services Inc | Sell | -11 | -0.0% | 25,349 | $1.12M | Q2 2026 | Jul 15, 2026 |
Frequently asked questions about HISF activity
Which institutional owners are buying HISF?
Institutional owners buying HISF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HISF activity?
"Buy" means an investor increased their reported position in HISF compared to the prior reporting period. This reflects growing exposure to FIRST TR HI INC STRAT FOC (HISF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HISF increasing?
Institutional interest in HISF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.