
First Trust High Income Strategic Focus is an exchange-traded fund on NASDAQ. As of Q3 2025, 32 institutional investors hold shares in this ETF, with total holdings valued at $41.7M. Geneos Wealth Management Inc. is the largest holder with a position valued at $12.6M.
Overview of institutional ownership in HISF as of Q3 2025
Institutions with the largest positions in HISF as of Q3 2025
| Institution | Position Value |
|---|---|
Geneos Wealth Management Inc. RIA/Wealth | $12.6M 0.32% of portfolio |
L LPL Financial LLC Institution | $7.2M 0.00% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $4.2M 0.01% of portfolio |
tru Independence LLC RIA/Wealth | $2.7M 0.70% of portfolio |
Betterment LLC RIA/Wealth | $1.9M 0.00% of portfolio |
Cetera Investment Advisers RIA/Wealth | $1.7M 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $1.4M 0.00% of portfolio |
Perigon Wealth Management, LLC RIA/Wealth | $1.2M 0.03% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $1.2M 0.00% of portfolio |
Prospera Financial Services RIA/Wealth | $1.1M 0.02% of portfolio |
Institutional buying and selling activity for HISF in Q3 2025
| Institution | Net Bought |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$1.3M +29.8K shares |
L LPL Financial LLC Institution | +$923.3K +20.4K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$498.2K +11.0K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$335.7K +7.4K shares |
Perigon Wealth Management, LLC RIA/Wealth | +$83.4K +1.8K shares |
Ameritas Advisory Services, LLC RIA/Wealth | +$67.9K +1.5K shares |
tru Independence LLC RIA/Wealth | +$65.0K +1.4K shares |
AE Wealth Management LLC RIA/Wealth | +$38.5K +853.0 shares |
Cetera Investment Advisers RIA/Wealth | +$10.4K +230.0 shares |
HighTower Advisors, LLC RIA/Wealth | +$4.1K +90.0 shares |
| Institution | Net Sold |
|---|---|
BREAKTHRU ADVISORY SERVICES, LLC RIA/Wealth | −$4.2M −94.0K shares |
J JANE STREET GROUP, LLC Institution | −$331.5K −7.4K shares |
SRS Capital Advisors, Inc. RIA/Wealth | −$188.2K −4.2K shares |
Proactive Wealth Strategies LLC RIA/Wealth | −$155.0K −3.4K shares |
−$89.2K −2.0K shares | |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$49.8K −1.1K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | −$14.8K −330.0 shares |
R ROYAL BANK OF CANADA Institution | −$13.3K −295.0 shares |
Institutions that initiated new positions or completely exited HISF in Q3 2025
| Institution | Position Value |
|---|---|
Betterment LLC RIA/Wealth | $1.9M 42.4K shares |
P PRIVATE TRUST CO NA Institution | $42.5K 942.0 shares |
Anchor Investment Management, LLC RIA/Wealth | $5.0K 110.0 shares |
| Institution | Previous Position |
|---|---|
BREAKTHRU ADVISORY SERVICES, LLC RIA/Wealth | $4.2M 94.0K shares |
J JANE STREET GROUP, LLC Institution | $331.5K 7.4K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $188.2K 4.2K shares |
$89.2K 2.0K shares | |
HARBOUR INVESTMENTS, INC. RIA/Wealth | $14.8K 330.0 shares |
Institutions with the largest Call and Put options positions in HISF as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with HISF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
tru Independence LLC RIA/Wealth | 0.70% $2.7M |
Geneos Wealth Management Inc. RIA/Wealth | 0.32% $12.6M |
Proactive Wealth Strategies LLC RIA/Wealth | 0.17% $398.9K |
Altus Wealth Group LLC RIA/Wealth | 0.11% $263.1K |
F FLOW TRADERS U.S. LLC Institution | 0.03% $550.4K |
Perigon Wealth Management, LLC RIA/Wealth | 0.03% $1.2M |
Prospera Financial Services RIA/Wealth | 0.02% $1.1M |
Change Path, LLC RIA/Wealth | 0.01% $515.0K |
Ameritas Advisory Services, LLC RIA/Wealth | 0.01% $196.7K |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | 0.01% $4.2M |
Discover hedge funds investing in HISF


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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