FIRST TR HI INC STRAT FOC (HISF) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $69.13M 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 $31.12M in its March 31, 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 $31.15M, representing an estimated gain of +0.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% 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
34
Total Reported Value
$69.13M
Largest Holder
Geneos Wealth Management Inc.
Largest Position
$31.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
39
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. | 0.72% | 701,803 | $31,117,938 | $31,153,035 | +$35,097 | +0.11% | |
| Lpl Financial Llc | 0.00% | 253,950 | $11,260,334 | $11,272,841 | +$12,507 | +0.11% | |
| Commonwealth Equity Services, Llc | 0.01% | 138,826 | $6,155,650 | $6,162,486 | +$6,836 | +0.11% | |
| Tru Independence Llc | 1.56% | 70,968 | $3,146,726 | $3,150,270 | +$3,544 | +0.11% | |
| Royal Bank Of Canada | 0.00% | 63,120 | $2,799,000 | $2,801,897 | +$2,897 | +0.10% | |
| Cetera Investment Advisers | 0.00% | 43,769 | $1,940,755 | $1,942,906 | +$2,151 | +0.11% | |
| Citadel Advisors Llc | 0.00% | 41,241 | $1,828,655 | $1,830,688 | +$2,033 | +0.11% | |
| Independent Advisor Alliance | 0.02% | 40,202 | $1,782,602 | $1,784,567 | +$1,965 | +0.11% | |
| Jane Street Group, Llc | 0.00% | 36,722 | $1,628,279 | $1,630,090 | +$1,811 | +0.11% | |
| Raymond James Financial Inc | 0.00% | 29,379 | $1,302,685 | $1,304,134 | +$1,449 | +0.11% | |
| Perigon Wealth Management, Llc | 0.02% | 26,792 | $1,187,972 | $1,189,297 | +$1,325 | +0.11% | |
| Prospera Financial Services Inc | 0.02% | 25,360 | $1,124,478 | $1,125,730 | +$1,252 | +0.11% | |
| Envestnet Asset Management Inc | 0.00% | 23,205 | $1,028,926 | $1,030,070 | +$1,144 | +0.11% | |
| Proactive Wealth Strategies Llc | 0.15% | 17,836 | $790,856 | $791,740 | +$884 | +0.11% | |
| Equitable Holdings, Inc. | 0.00% | 9,360 | $423,493 | $415,490 | -$8,003 | -1.89% | |
| Barrett & Company, Inc. | 0.13% | 8,750 | $387,981 | $388,413 | +$432 | +0.11% | |
| Integrated Wealth Concepts Llc | 0.00% | 6,747 | $299,167 | $299,499 | +$332 | +0.11% | |
| Altus Wealth Group Llc | 0.08% | 4,590 | $203,524 | $203,750 | +$226 | +0.11% | |
| Arax Advisory Partners | 0.01% | 4,210 | $186,675 | $186,882 | +$207 | +0.11% | |
| Osaic Holdings, Inc. | 0.00% | 3,232 | $143,304 | $143,468 | +$164 | +0.11% | |
| Newedge Advisors, Llc | 0.01% | 18,096 | $108,042 | $803,281 | +$695,239 | +643.49% | |
| Harbour Investments, Inc. | 0.00% | 2,269 | $100,630 | $100,721 | +$91 | +0.09% | |
| International Assets Investment Management, Llc | 0.00% | 1,250 | $55,419 | $55,488 | +$69 | +0.12% | |
| Private Trust Co Na | 0.00% | 942 | $41,769 | $41,815 | +$46 | +0.11% | |
| Ae Wealth Management Llc | 0.00% | 880 | $39,001 | $39,063 | +$62 | +0.16% | |
| Harbor Investment Advisory, Llc | 0.00% | 660 | $29,265 | $29,297 | +$32 | +0.11% | |
| Godfrey Financial Associates, Inc. | 0.00% | 130 | $5,764 | $5,771 | +$7 | +0.12% | |
| Tidemark, Llc | 0.00% | 113 | $5,010 | $5,016 | +$6 | +0.12% | |
| Ubs Group Ag | 0.00% | 102 | $4,523 | $4,528 | +$5 | +0.11% | |
| Betterment Llc | 0.01% | 60,028 | $2,662 | $2,664,643 | +$2,661,981 | +99999.28% | |
| Western Wealth Management, Llc | 0.00% | 54 | $2,400 | $2,397 | -$3 | -0.12% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 32,209 | $1,428 | $1,429,758 | +$1,428,330 | +100023.07% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $58 | $44 | -$14 | -23.47% | |
| Hantz Financial Services, Inc. | 0.00% | 31 | $1 | $1,376 | +$1,375 | +137509.00% |
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.