FIRST TR HI INC STRAT FOC (HISF) Institutional Shareholders
FIRST TR HI INC STRAT FOC (HISF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $83.42M in HISF holdings during the latest filing period.
Geneos Wealth Management Inc. is currently the largest disclosed institutional shareholder of HISF tracked by InsiderSet, reporting ownership valued at approximately $32.20M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $31.51M, representing an estimated loss of -2.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed HISF value among the investors covered in this analysis. Major shareholders include Geneos Wealth Management Inc., Lpl Financial Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in FIRST TR HI INC STRAT FOC (HISF).
This page ranks the largest institutional HISF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
36
Total Reported Value
$83.42M
Largest Holder
Geneos Wealth Management Inc.
Largest Position
$32.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 0.66% | 726,467 | $32,204,302 | $31,507,310 | -$696,992 | -2.16% | |
| Lpl Financial Llc | 0.00% | 267,844 | $11,872,647 | $11,616,555 | -$256,092 | -2.16% | |
| Commonwealth Equity Services, Llc | 0.01% | 155,412 | $6,888,900 | $6,740,312 | -$148,588 | -2.16% | |
| Royal Bank Of Canada | 0.00% | 150,106 | $6,654,000 | $6,510,187 | -$143,813 | -2.16% | |
| Tru Independence Llc | 1.47% | 76,080 | $3,372,327 | $3,299,635 | -$72,692 | -2.16% | |
| Envestnet Asset Management Inc | 0.00% | 73,443 | $3,255,481 | $3,185,267 | -$70,214 | -2.16% | |
| Betterment Llc | 0.00% | 66,002 | $2,926,000 | $2,862,546 | -$63,454 | -2.17% | |
| &Partners | 0.01% | 51,641 | $2,289,068 | $2,239,701 | -$49,367 | -2.16% | |
| Raymond James Financial Inc | 0.00% | 49,843 | $2,209,380 | $2,161,721 | -$47,659 | -2.16% | |
| Cetera Investment Advisers | 0.00% | 46,272 | $2,051,094 | $2,006,844 | -$44,250 | -2.16% | |
| Susquehanna International Group, Llp | 0.00% | 32,344 | $1,433,706 | $1,402,779 | -$30,927 | -2.16% | |
| Perigon Wealth Management, Llc | 0.02% | 29,330 | $1,300,112 | $1,272,060 | -$28,052 | -2.16% | |
| Ameritas Advisory Services, Llc | 0.02% | 26,747 | $1,185,587 | $1,160,033 | -$25,554 | -2.16% | |
| Prospera Financial Services Inc | 0.02% | 25,349 | $1,123,638 | $1,099,401 | -$24,237 | -2.16% | |
| Newedge Advisors, Llc | 0.00% | 20,145 | $892,983 | $873,701 | -$19,282 | -2.16% | |
| Proactive Wealth Strategies Llc | 0.12% | 17,227 | $763,614 | $747,145 | -$16,469 | -2.16% | |
| Barrett & Company, Inc. | 0.21% | 17,066 | $756,497 | $740,163 | -$16,334 | -2.16% | |
| Equitable Holdings, Inc. | 0.00% | 11,561 | $512,440 | $501,408 | -$11,032 | -2.15% | |
| Jane Street Group, Llc | 0.00% | 8,035 | $356,166 | $348,483 | -$7,683 | -2.16% | |
| Osaic Holdings, Inc. | 0.00% | 7,890 | $349,760 | $342,194 | -$7,566 | -2.16% | |
| Integrated Wealth Concepts Llc | 0.00% | 6,578 | $291,582 | $285,292 | -$6,290 | -2.16% | |
| Elevation Capital Advisory, Llc | 0.08% | 4,800 | $212,768 | $208,179 | -$4,589 | -2.16% | |
| Arax Advisory Partners | 0.00% | 4,160 | $184,400 | $180,422 | -$3,978 | -2.16% | |
| Harbour Investments, Inc. | 0.00% | 3,430 | $152,062 | $148,761 | -$3,301 | -2.17% | |
| International Assets Investment Management, Llc | 0.00% | 1,276 | $56,506 | $55,341 | -$1,165 | -2.06% | |
| Private Trust Co Na | 0.00% | 942 | $41,756 | $40,855 | -$901 | -2.16% | |
| Harbor Investment Advisory, Llc | 0.00% | 660 | $29,256 | $28,625 | -$631 | -2.16% | |
| Continuum Advisory, Llc | 0.00% | 518 | $22,961 | $22,466 | -$495 | -2.16% | |
| Mcdonald Partners Llc | 0.00% | 250 | $11,082 | $10,843 | -$239 | -2.16% | |
| Jones Financial Companies Lllp | 0.00% | 210 | $9,328 | $9,108 | -$220 | -2.36% | |
| Godfrey Financial Associates, Inc. | 0.00% | 130 | $5,762 | $5,638 | -$124 | -2.15% | |
| Tidemark, Llc | 0.00% | 113 | $5,009 | $4,901 | -$108 | -2.16% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 45,854 | $2,033 | $1,988,715 | +$1,986,682 | +97721.72% | |
| Hantz Financial Services, Inc. | 0.00% | 31 | $1,000 | $1,344 | +$344 | +34.45% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $60 | $43 | -$17 | -27.72% | |
| Morgan Stanley | 0.00% | 1 | $50 | $43 | -$7 | -13.26% |
Frequently asked questions about HISF
Who owns the most HISF stock?
The largest holders of HISF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TR HI INC STRAT FOC (HISF).
Is HISF widely held by superinvestors?
Many widely followed stocks like HISF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HISF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.